U.S. Capital 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
Q3 | $1.23M | Buy |
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|
2025
Q2 | $923K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $792K | Buy |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $238K | Buy |
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