Valley Forge Investment Consultants’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 | $340K | Sell |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $419K | Hold |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $274K | Buy |
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