CMA
Cedar Mountain 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 | $901K | Sell |
4,174
-170
| -4% | -$36.7K | 0.19% | 32 |
|
|
2025
Q1 | $867K | Sell |
4,344
-494
| -10% | -$98.5K | 0.19% | 33 |
|
|
2024
Q4 | $1.07M | Sell |
4,838
-193
| -4% | -$42.6K | 0.23% | 31 |
|
|
2024
Q3 | $1.11M | Buy |
5,031
+537
| +12% | +$119K | 0.25% | 28 |
|
|
2024
Q2 | $912K | Sell |
4,494
-392
| -8% | -$79.5K | 0.23% | 24 |
|
|
2024
Q1 | $1.03M | Buy |
4,886
+12
| +0.2% | +$2.52K | 0.26% | 24 |
|
|
2023
Q4 | $978K | Hold |
4,874
| – | – | 0.26% | 24 |
|
|
2023
Q3 | $861K | Sell |
4,874
-229
| -4% | -$40.5K | 0.25% | 24 |
|
|
2023
Q2 | $956K | Sell |
5,103
-74
| -1% | -$13.9K | 0.27% | 24 |
|
|
2023
Q1 | $924K | Hold |
5,177
| – | – | 0.28% | 24 |
|
|
2022
Q4 | $903K | Hold |
5,177
| – | – | 0.28% | 23 |
|
|
2022
Q3 | $854K | Buy |
5,177
+65
| +1% | +$10.7K | 0.28% | 22 |
|
|
2022
Q2 | $866K | Buy |
5,112
+133
| +3% | +$22.5K | 0.3% | 21 |
|
|
2022
Q1 | $1.02M | Buy |
4,979
+49
| +1% | +$10.1K | 0.3% | 20 |
|
|
2021
Q4 | $1.1M | Buy |
4,930
+73
| +2% | +$16.2K | 0.34% | 18 |
|
|
2021
Q3 | $1.06M | Buy |
4,857
+138
| +3% | +$30.2K | 0.35% | 17 |
|
|
2021
Q2 | $1.08M | Buy |
4,719
+74
| +2% | +$17K | 0.36% | 17 |
|
|
2021
Q1 | $1.03M | Sell |
4,645
-90
| -2% | -$19.9K | 0.35% | 17 |
|
|
2020
Q4 | $928K | Sell |
4,735
-101
| -2% | -$19.8K | 0.33% | 17 |
|
|
2020
Q3 | $724K | Buy |
4,836
+447
| +10% | +$66.9K | 0.29% | 19 |
|
|
2020
Q2 | $628K | Buy |
4,389
+45
| +1% | +$6.44K | 0.27% | 19 |
|
|
2020
Q1 | $497K | Buy |
4,344
+33
| +0.8% | +$3.78K | 0.25% | 19 |
|
|
2019
Q4 | $714K | Buy |
+4,311
| New | +$714K | 0.29% | 15 |
|