CWM
Campbell Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.81M | Buy |
17,250
+1,925
| +13% | +$425K | 0.34% | 19 |
|
|
2024
Q3 | $3.39M | Buy |
+15,325
| New | +$3.39M | 0.3% | 20 |
|
|
2024
Q2 | – | Sell |
-15,606
| Closed | -$3.28M | – | 66 |
|
|
2024
Q1 | $3.28M | Buy |
+15,606
| New | +$3.28M | 0.33% | 19 |
|
|
2023
Q4 | – | Sell |
-1,364
| Closed | -$241K | – | 66 |
|
|
2023
Q3 | $241K | Buy |
1,364
+192
| +16% | +$33.9K | 0.03% | 62 |
|
|
2023
Q2 | $219K | Buy |
+1,172
| New | +$219K | 0.03% | 70 |
|
|
2020
Q3 | – | Sell |
-851
| Closed | -$122K | – | 209 |
|
|
2020
Q2 | $122K | Buy |
+851
| New | +$122K | 0.02% | 81 |
|