Triangle Securities 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $531K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $223K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $324K | Buy |
|
|||||
|
2015
Q2 | $345K | Hold |
|
|||||
|
2015
Q1 | $344K | Hold |
|
|||||
|
2014
Q4 | $331K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $216K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $177K | Buy |
|