Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.39M | Buy |
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|
2023
Q2 | $9.81M | Sell |
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|
2023
Q1 | $10.7M | Buy |
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|
2022
Q4 | $10.3M | Sell |
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|
2022
Q3 | $9.84M | Sell |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $11.8M | Buy |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $10.4M | Sell |
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|
2020
Q3 | $8.01M | Sell |
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|
2020
Q2 | $7.86M | Sell |
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|
2020
Q1 | $6.3M | Buy |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.26M | Buy |
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