Trek Financial’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 | $662K | Buy |
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|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $767K | Sell |
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|
2024
Q3 | $782K | Sell |
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|
2024
Q2 | $775K | Sell |
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|
2024
Q1 | $829K | Buy |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $885K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.52M | Sell |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.41M | Buy |
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