CWM
C2C 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 | $4.84M | Sell |
22,411
-389
| -2% | -$83.9K | 4.38% | 8 |
|
|
2025
Q1 | $4.55M | Buy |
22,800
+61
| +0.3% | +$12.2K | 4.27% | 7 |
|
|
2024
Q4 | $5.02M | Hold |
22,739
| – | – | 4.66% | 7 |
|
|
2024
Q3 | $4.95M | Buy |
22,739
+205
| +0.9% | +$44.6K | 4.61% | 7 |
|
|
2024
Q2 | $4.57M | Sell |
22,534
-125
| -0.6% | -$25.4K | 4.47% | 7 |
|
|
2024
Q1 | $4.77M | Sell |
22,659
-526
| -2% | -$111K | 4.73% | 6 |
|
|
2023
Q4 | $4.73M | Sell |
23,185
-282
| -1% | -$57.5K | 4.01% | 6 |
|
|
2023
Q3 | $4.07M | Buy |
23,467
+50
| +0.2% | +$8.68K | 0.58% | 14 |
|
|
2023
Q2 | $4.54M | Buy |
23,417
+1,378
| +6% | +$267K | 0.6% | 12 |
|
|
2023
Q1 | $3.87M | Buy |
22,039
+64
| +0.3% | +$11.3K | 0.62% | 14 |
|
|
2022
Q4 | $4.02M | Buy |
21,975
+237
| +1% | +$43.3K | 0.7% | 12 |
|
|
2022
Q3 | $3.83M | Buy |
21,738
+134
| +0.6% | +$23.6K | 0.75% | 14 |
|
|
2022
Q2 | $3.86M | Sell |
21,604
-122
| -0.6% | -$21.8K | 0.71% | 14 |
|
|
2022
Q1 | $4.41M | Sell |
21,726
-299
| -1% | -$60.7K | 0.75% | 15 |
|
|
2021
Q4 | $4.9M | Buy |
+22,025
| New | +$4.9M | 0.7% | 12 |
|