WorthPointe’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
Q1 | – | Sell |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $762K | Buy |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $4.75M | Buy |
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