Wade Financial Advisory’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
Q1 | $917K | Hold |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $933K | Hold |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $901K | Sell |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $984K | Hold |
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|
2022
Q4 | $961K | Hold |
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|
2022
Q3 | $909K | Hold |
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|
2022
Q2 | $934K | Hold |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $843K | Hold |
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|
2021
Q3 | $829K | Hold |
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|
2021
Q2 | $870K | Sell |
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|
2021
Q1 | $841K | Sell |
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|
2020
Q4 | $750K | Sell |
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|
2020
Q3 | $578K | Hold |
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|
2020
Q2 | $553K | Hold |
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|
2020
Q1 | $442K | Hold |
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|
2019
Q4 | $639K | Buy |
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