CWM
Cedar 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 | $902K | Buy |
4,178
+2,946
| +239% | +$636K | 0.31% | 32 |
|
|
2025
Q1 | $246K | Hold |
1,232
| – | – | 0.09% | 73 |
|
|
2024
Q4 | $272K | Sell |
1,232
-1,134
| -48% | -$251K | 0.1% | 64 |
|
|
2024
Q3 | $523K | Buy |
+2,366
| New | +$523K | 0.16% | 64 |
|
|
2023
Q4 | – | Sell |
-1,412
| Closed | -$250K | – | 288 |
|
|
2023
Q3 | $250K | Sell |
1,412
-944
| -40% | -$167K | 0.1% | 92 |
|
|
2023
Q2 | $441K | Buy |
2,356
+2,354
| +117,700% | +$441K | 0.17% | 69 |
|
|
2023
Q1 | $357 | Hold |
2
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $349 | Hold |
2
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 358 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $0 | Sell |
2
-6
| -75% | – | ﹤0.01% | 370 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 258 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 261 |
|
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 235 |
|
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 226 |
|
|
2019
Q3 | – | Sell |
-905
| Closed | -$141K | – | 161 |
|
|
2019
Q2 | $141K | Hold |
905
| – | – | 0.09% | 79 |
|
|
2019
Q1 | $139K | Hold |
905
| – | – | 0.09% | 72 |
|
|
2018
Q4 | $121K | Hold |
905
| – | – | 0.09% | 69 |
|
|
2018
Q3 | $153K | Hold |
905
| – | – | 0.08% | 68 |
|
|
2018
Q2 | $148K | Buy |
+905
| New | +$148K | 0.08% | 60 |
|