Wealth Advisory Solutions’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
Q2 | $4.06M | Buy |
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2025
Q1 | $3.72M | Sell |
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2024
Q4 | $4.85M | Sell |
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2024
Q3 | $4.88M | Buy |
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2024
Q2 | $4.33M | Buy |
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2024
Q1 | $4.49M | Sell |
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2023
Q4 | $4.58M | Sell |
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2023
Q3 | $8.75M | Buy |
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2023
Q2 | $4.4M | Sell |
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2023
Q1 | $4.2M | Sell |
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2022
Q4 | $4.2M | Sell |
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2022
Q3 | $4.03M | Buy |
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2022
Q2 | $4.14M | Sell |
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2022
Q1 | $6.08M | Buy |
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2021
Q3 | $6.99M | Buy |
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2021
Q2 | $7.26M | Sell |
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2021
Q1 | $5.31M | Buy |
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2020
Q4 | $7.47M | Sell |
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2020
Q3 | $5.83M | Sell |
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2020
Q2 | $5.64M | Sell |
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2020
Q1 | $5.15M | Sell |
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2019
Q4 | $15.9M | Buy |
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