Wagner Wealth Management (South Carolina)’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
Q4 | $9.35K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $19.4K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $50K | Sell |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $67K | Sell |
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|
2021
Q2 | $71K | Sell |
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|
2021
Q1 | $135K | Sell |
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|
2020
Q4 | $154K | Buy |
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|
2018
Q3 | $328K | Buy |
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|
2018
Q2 | $163K | Buy |
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|
2018
Q1 | $96K | Hold |
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|
2017
Q4 | $99K | Buy |
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