BWCS
Beirne Wealth Consulting Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
9,547
+7,412
| +347% | +$1.6M | 0.67% | 33 |
|
|
2025
Q1 | $426K | Sell |
2,135
-4,694
| -69% | -$937K | 0.15% | 65 |
|
|
2024
Q4 | $1.51M | Buy |
6,829
+1,257
| +23% | +$278K | 0.54% | 35 |
|
|
2024
Q3 | $1.23M | Buy |
5,572
+1,485
| +36% | +$328K | 0.43% | 40 |
|
|
2024
Q2 | $830K | Buy |
4,087
+9
| +0.2% | +$1.83K | 0.33% | 46 |
|
|
2024
Q1 | $858K | Sell |
4,078
-1,578
| -28% | -$332K | 0.36% | 45 |
|
|
2023
Q4 | $1.14M | Buy |
+5,656
| New | +$1.14M | 0.56% | 35 |
|
|
2023
Q2 | – | Sell |
-4,185
| Closed | -$747K | – | 100 |
|
|
2023
Q1 | $747K | Buy |
4,185
+14
| +0.3% | +$2.5K | 0.52% | 39 |
|
|
2022
Q4 | $727K | Buy |
4,171
+18
| +0.4% | +$3.14K | 0.36% | 42 |
|
|
2022
Q3 | $685K | Buy |
4,153
+19
| +0.5% | +$3.13K | 0.26% | 48 |
|
|
2022
Q2 | $700K | Buy |
4,134
+10
| +0.2% | +$1.69K | 0.46% | 39 |
|
|
2022
Q1 | $847K | Sell |
4,124
-158
| -4% | -$32.5K | 0.47% | 47 |
|
|
2021
Q4 | $951K | Sell |
4,282
-1,137
| -21% | -$253K | 0.52% | 35 |
|
|
2021
Q3 | $1.19M | Sell |
5,419
-1,854
| -25% | -$406K | 0.68% | 28 |
|
|
2021
Q2 | $1.67M | Sell |
7,273
-2,676
| -27% | -$613K | 0.92% | 26 |
|
|
2021
Q1 | $2.2M | Sell |
9,949
-1,661
| -14% | -$367K | 1.29% | 19 |
|
|
2020
Q4 | $2.28M | Buy |
11,610
+3,209
| +38% | +$629K | 1.13% | 19 |
|
|
2020
Q3 | $1.26M | Buy |
8,401
+308
| +4% | +$46.1K | 0.73% | 28 |
|
|
2020
Q2 | $1.16M | Buy |
8,093
+2,730
| +51% | +$391K | 0.94% | 23 |
|
|
2020
Q1 | $614K | Buy |
5,363
+133
| +3% | +$15.2K | 0.66% | 29 |
|
|
2019
Q4 | $866K | Buy |
5,230
+23
| +0.4% | +$3.81K | 0.76% | 29 |
|
|
2019
Q3 | $788K | Buy |
5,207
+16
| +0.3% | +$2.42K | 0.66% | 42 |
|
|
2019
Q2 | $807K | Sell |
5,191
-971
| -16% | -$151K | 0.72% | 42 |
|
|
2019
Q1 | $943K | Sell |
6,162
-247
| -4% | -$37.8K | 0.74% | 39 |
|
|
2018
Q4 | $858K | Buy |
+6,409
| New | +$858K | 0.73% | 33 |
|