West Financial Advisors’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 | $123K | Sell |
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2025
Q2 | $112K | Sell |
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2025
Q1 | $150K | Sell |
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|
2024
Q4 | $178K | Buy |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | $21.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $76.7K | Hold |
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|
2023
Q2 | $81.3K | Buy |
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|
2023
Q1 | $72.4K | Buy |
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|
2022
Q4 | $59.8K | Hold |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $76K | Hold |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $74K | Hold |
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|
2020
Q4 | $65K | Buy |
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