BW
BIP Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
97,791
-600
| -0.6% | -$129K | 1.3% | 12 |
|
|
2025
Q1 | $19.6M | Buy |
98,391
+1,728
| +2% | +$345K | 1.28% | 11 |
|
|
2024
Q4 | $21.4M | Buy |
96,663
+480
| +0.5% | +$106K | 1.43% | 10 |
|
|
2024
Q3 | $21.2M | Buy |
96,183
+6,375
| +7% | +$1.41M | 1.45% | 10 |
|
|
2024
Q2 | $18.2M | Sell |
89,808
-7,035
| -7% | -$1.43M | 1.49% | 10 |
|
|
2024
Q1 | $20.4M | Sell |
96,843
-2,174
| -2% | -$457K | 1.49% | 10 |
|
|
2023
Q4 | $19.9M | Buy |
99,017
+2,065
| +2% | +$414K | 1.56% | 11 |
|
|
2023
Q3 | $17.1M | Sell |
96,952
-4,033
| -4% | -$713K | 1.58% | 11 |
|
|
2023
Q2 | $18.9M | Buy |
100,985
+2,956
| +3% | +$554K | 1.55% | 10 |
|
|
2023
Q1 | $17.5M | Buy |
+98,029
| New | +$17.5M | 1.93% | 9 |
|