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Apexium Financial’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
18,784
+5,824
| +45% | +$1.26M | 0.22% | 57 |
|
|
2025
Q1 | $2.59M | Buy |
12,960
+859
| +7% | +$171K | 0.15% | 68 |
|
|
2024
Q4 | $2.67M | Buy |
12,101
+414
| +4% | +$91.5K | 0.16% | 62 |
|
|
2024
Q3 | $2.58M | Buy |
11,687
+1,044
| +10% | +$231K | 0.17% | 55 |
|
|
2024
Q2 | $2.16M | Buy |
10,643
+1,856
| +21% | +$377K | 0.15% | 56 |
|
|
2024
Q1 | $1.85M | Sell |
8,787
-2,338
| -21% | -$492K | 0.14% | 66 |
|
|
2023
Q4 | $2.23M | Buy |
11,125
+5,385
| +94% | +$1.08M | 0.16% | 67 |
|
|
2023
Q3 | $1.02M | Buy |
5,740
+668
| +13% | +$119K | 0.1% | 80 |
|
|
2023
Q2 | $950K | Buy |
5,072
+173
| +4% | +$32.4K | 0.08% | 86 |
|
|
2023
Q1 | $874K | Buy |
4,899
+640
| +15% | +$114K | 0.09% | 95 |
|
|
2022
Q4 | $743K | Buy |
4,259
+1,116
| +36% | +$195K | 0.08% | 98 |
|
|
2022
Q3 | $518K | Buy |
+3,143
| New | +$518K | 0.06% | 120 |
|