TRUE Private Wealth Advisors’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 | $14.5M | Buy |
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|
2025
Q1 | $11.7M | Sell |
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|
2024
Q4 | $29.8M | Sell |
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|
2024
Q3 | $30M | Buy |
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|
2024
Q2 | $26.7M | Buy |
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|
2024
Q1 | $26.6M | Buy |
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|
2023
Q4 | $13.6M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $59K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | $216K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $306K | Buy |
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