Weaver Consulting 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
Q2 | $2.13M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $525K | Sell |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $935K | Buy |
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|
2021
Q2 | $839K | Buy |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $46K | Buy |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $42K | Sell |
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|
2019
Q1 | $50K | Buy |
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