Accel Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
3,541
-4
| -0.1% | -$863 | 0.26% | 92 |
|
|
2025
Q1 | $707K | Buy |
3,545
+92
| +3% | +$18.4K | 0.26% | 91 |
|
|
2024
Q4 | $763K | Sell |
3,453
-42
| -1% | -$9.28K | 0.29% | 85 |
|
|
2024
Q3 | $772K | Buy |
3,495
+69
| +2% | +$15.2K | 0.29% | 86 |
|
|
2024
Q2 | $695K | Buy |
3,426
+164
| +5% | +$33.3K | 0.28% | 90 |
|
|
2024
Q1 | $686K | Buy |
3,262
+247
| +8% | +$51.9K | 0.29% | 84 |
|
|
2023
Q4 | $605K | Buy |
+3,015
| New | +$605K | 0.3% | 83 |
|
|
2023
Q2 | – | Sell |
-128
| Closed | -$22.8K | – | 529 |
|
|
2023
Q1 | $22.8K | Hold |
128
| – | – | 0.01% | 667 |
|
|
2022
Q4 | $22.3K | Hold |
128
| – | – | 0.01% | 522 |
|
|
2022
Q3 | $23K | Hold |
128
| – | – | 0.01% | 520 |
|
|
2022
Q2 | $22K | Sell |
128
-40
| -24% | -$6.88K | 0.01% | 522 |
|
|
2022
Q1 | $35K | Hold |
168
| – | – | 0.02% | 440 |
|
|
2021
Q4 | $37K | Hold |
168
| – | – | 0.02% | 440 |
|
|
2021
Q3 | $37K | Hold |
168
| – | – | 0.02% | 379 |
|
|
2021
Q2 | $39K | Hold |
168
| – | – | 0.03% | 390 |
|
|
2021
Q1 | $37K | Sell |
168
-28
| -14% | -$6.17K | 0.03% | 374 |
|
|
2020
Q4 | $38K | Buy |
+196
| New | +$38K | 0.04% | 350 |
|