Walkner Condon Financial 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
Q3 | $3.73M | Buy |
|
|||||
|
2025
Q2 | $3.28M | Sell |
|
|||||
|
2025
Q1 | $3.05M | Buy |
|
|||||
|
2024
Q4 | $3.33M | Buy |
|
|||||
|
2024
Q3 | $3.31M | Sell |
|
|||||
|
2024
Q2 | $3.08M | Buy |
|
|||||
|
2024
Q1 | $2.92M | Hold |
|
|||||
|
2023
Q4 | $2.78M | Buy |
|
|||||
|
2023
Q3 | $2.44M | Hold |
|
|||||
|
2023
Q2 | $2.58M | Hold |
|
|||||
|
2023
Q1 | $2.46M | Hold |
|
|||||
|
2022
Q4 | $2.4M | Buy |
|
|||||
|
2022
Q3 | $1.85M | Sell |
|
|||||
|
2022
Q2 | $1.9M | Sell |
|
|||||
|
2022
Q1 | $2.32M | Buy |
|