Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $502K | Sell |
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|
2021
Q1 | $590K | Hold |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Sell |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $2.65M | Buy |
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|
2019
Q1 | $2.6M | Sell |
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|
2018
Q4 | $2.34M | Sell |
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|
2018
Q3 | $3.29M | Buy |
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|
2018
Q2 | $2.58M | Buy |
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