Wealth Dimensions Group’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 | $940K | Sell |
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|
2025
Q2 | $959K | Buy |
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|
2025
Q1 | $886K | Hold |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $684K | Buy |
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|
2024
Q1 | $708K | Hold |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $464K | Hold |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $634K | Hold |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $513K | Buy |
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