Wescott Financial Advisory 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 | $484K | Buy |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $201K | Buy |
|