WealthPlan Investment Management’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 | $2.41M | Sell |
|
|||||
|
2025
Q2 | $4.43M | Sell |
|
|||||
|
2025
Q1 | $4.6M | Buy |
|
|||||
|
2024
Q4 | $2.87M | Sell |
|
|||||
|
2024
Q3 | $4.77M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $225K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $91.7K | Sell |
|
|||||
|
2022
Q4 | $366K | Buy |
|
|||||
|
2022
Q3 | $243K | Buy |
|
|||||
|
2022
Q1 | $1.45M | Buy |
|