Wealth Advisors of Tampa Bay’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 | $218K | Sell |
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|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $268K | Buy |
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