World Equity 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
Q3
$1.02M Buy
2025
Q2
$792K Sell
2025
Q1
$841K Sell
2024
Q4
$1.68M Buy
2024
Q3
$819K Buy
2024
Q2
$676K Sell
2024
Q1
$1.65M Sell
2023
Q4
$1.67M Sell
2023
Q3
$1.52M Buy
2023
Q2
$681K Buy
2023
Q1
$342K Sell
2022
Q4
$639K Buy
2022
Q3
$508K Sell
2022
Q2
$525K Sell
2022
Q1
$666K Buy