CWP
CFM Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
1,199
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $239K | Hold |
1,199
| – | – | 0.04% | 129 |
|
|
2024
Q4 | $265K | Hold |
1,199
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $265K | Hold |
1,199
| – | – | 0.05% | 126 |
|
|
2024
Q2 | $243K | Buy |
+1,199
| New | +$243K | 0.04% | 135 |
|
|
2024
Q1 | – | Sell |
-1,019
| Closed | -$205K | – | 156 |
|
|
2023
Q4 | $205K | Buy |
+1,019
| New | +$205K | 0.05% | 158 |
|
|
2022
Q2 | – | Sell |
-1,097
| Closed | -$225K | – | 174 |
|
|
2022
Q1 | $225K | Buy |
1,097
+48
| +5% | +$9.85K | 0.05% | 173 |
|
|
2021
Q4 | $236K | Sell |
1,049
-133
| -11% | -$29.9K | 0.05% | 164 |
|
|
2021
Q3 | $258K | Hold |
1,182
| – | – | 0.06% | 158 |
|
|
2021
Q2 | $271K | Sell |
1,182
-137
| -10% | -$31.4K | 0.07% | 141 |
|
|
2021
Q1 | $291K | Hold |
1,319
| – | – | 0.09% | 129 |
|
|
2020
Q4 | $259K | Buy |
+1,319
| New | +$259K | 0.08% | 133 |
|
|
2020
Q3 | – | Sell |
-1,319
| Closed | -$188K | – | 313 |
|
|
2020
Q2 | $188K | Hold |
1,319
| – | – | 0.07% | 153 |
|
|
2020
Q1 | $151K | Hold |
1,319
| – | – | 0.07% | 159 |
|
|
2019
Q4 | $224K | Buy |
+1,319
| New | +$224K | 0.08% | 138 |
|