Westshore Wealth’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 | $14.1M | Sell |
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|
2025
Q2 | $13M | Sell |
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|
2025
Q1 | $12M | Sell |
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|
2024
Q4 | $13.5M | Buy |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $8.73M | Buy |
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|
2023
Q2 | $8.43M | Buy |
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|
2023
Q1 | $7.88M | Buy |
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|
2022
Q4 | $6.42M | Sell |
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|
2022
Q3 | $6.74M | Buy |
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|
2022
Q2 | $6.45M | Buy |
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|
2022
Q1 | $7.34M | Buy |
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|
2021
Q4 | $7.2M | Buy |
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|
2021
Q3 | $6.44M | Sell |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $6.37M | Buy |
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|
2019
Q4 | $1.03M | Buy |
|