BWA
Blodgett Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Hold |
2,995
| – | – | 0.51% | 32 |
|
|
2025
Q1 | $597K | Hold |
2,995
| – | – | 0.51% | 33 |
|
|
2024
Q4 | $662K | Hold |
2,995
| – | – | 0.52% | 30 |
|
|
2024
Q3 | $662K | Hold |
2,995
| – | – | 0.56% | 29 |
|
|
2024
Q2 | $608K | Sell |
2,995
-20
| -0.7% | -$4.06K | 0.51% | 28 |
|
|
2024
Q1 | $634K | Hold |
3,015
| – | – | 0.57% | 27 |
|
|
2023
Q4 | $605K | Sell |
3,015
-2,000
| -40% | -$401K | 0.62% | 28 |
|
|
2023
Q3 | $886K | Hold |
5,015
| – | – | 0.97% | 23 |
|
|
2023
Q2 | $939K | Hold |
5,015
| – | – | 0.97% | 23 |
|
|
2023
Q1 | $895K | Sell |
5,015
-120
| -2% | -$21.4K | 1.03% | 24 |
|
|
2022
Q4 | $895K | Sell |
5,135
-2,150
| -30% | -$375K | 1.09% | 25 |
|
|
2022
Q3 | $1.2M | Sell |
7,285
-580
| -7% | -$95.6K | 1.44% | 20 |
|
|
2022
Q2 | $1.33M | Sell |
7,865
-3,050
| -28% | -$517K | 1.46% | 17 |
|
|
2022
Q1 | $2.24M | Sell |
10,915
-775
| -7% | -$159K | 1.87% | 9 |
|
|
2021
Q4 | $2.6M | Buy |
+11,690
| New | +$2.6M | 2.02% | 11 |
|