Upper Left 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 | $664K | Buy |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $652K | Sell |
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|
2024
Q2 | $616K | Buy |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $746K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $534K | Sell |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $551K | Sell |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $712K | Buy |
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