Thrive Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $906K | Buy |
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|
2025
Q2 | $781K | Buy |
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|
2025
Q1 | $721K | Sell |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $713K | Sell |
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|
2024
Q2 | $781K | Sell |
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|
2024
Q1 | $839K | Buy |
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|
2023
Q4 | $794K | Buy |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $577K | Sell |
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|
2022
Q2 | $612K | Sell |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $727K | Buy |
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