Valley Wealth Managers’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 |
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|
2025
Q1 | $33.5K | Hold |
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|
2024
Q4 | $37.1K | Buy |
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|
2024
Q3 | $30.3K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $639K | Hold |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $698K | Sell |
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|
2022
Q2 | $742K | Sell |
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|
2022
Q1 | $2.38M | Sell |
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|
2021
Q4 | $2.76M | Hold |
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|
2021
Q3 | $2.72M | Sell |
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|
2021
Q2 | $2.88M | Sell |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $2.08M | Sell |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.35M | Buy |
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