Visionary 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
Q2 | $2.82M | Sell |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.86M | Buy |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.51M | Sell |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $2.56M | Buy |
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|
2021
Q3 | $2.36M | Buy |
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|
2021
Q2 | $2.32M | Sell |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $2.39M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $344K | Buy |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $371K | Buy |
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