Transform Wealth’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
Q1 | $408K | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $618K | Buy |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $2.55M | Sell |
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|
2021
Q4 | $7.74M | Sell |
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|
2021
Q3 | $7.78M | Sell |
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|
2021
Q2 | $13.5M | Buy |
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|
2021
Q1 | $8.6M | Buy |
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|
2020
Q4 | $6.58M | Buy |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $2.13M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.58M | Buy |
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|
2018
Q4 | $347K | Buy |
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|
2018
Q3 | $435K | Buy |
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|
2018
Q2 | $407K | Buy |
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|
2018
Q1 | $321K | Buy |
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|
2017
Q4 | $311K | Buy |
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|
2017
Q3 | $293K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $264K | Buy |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q3 | $208K | Buy |
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