Von Berge Wealth Management Group’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 | – | Sell |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $264K | Hold |
|
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $253K | Buy |
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