AWM
Ariadne 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 | $245K | Hold |
1,059
| – | – | 0.12% | 177 |
|
|
2025
Q1 | $213K | Hold |
1,059
| – | – | 0.11% | 194 |
|
|
2024
Q4 | $240K | Hold |
1,059
| – | – | 0.11% | 185 |
|
|
2024
Q3 | $250K | Hold |
1,059
| – | – | 0.14% | 158 |
|
|
2024
Q2 | $215K | Buy |
+1,059
| New | +$215K | 0.17% | 134 |
|