Toth Financial Advisory’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 | $1.81M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $842K | Buy |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $199K | Buy |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $161K | Sell |
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|
2021
Q2 | $174K | Buy |
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|
2021
Q1 | $167K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $70K | Buy |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $10K | Buy |
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