Vertex Planning Partners’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 | $271K | Buy |
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|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $210K | Buy |
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