CTWM
Cherry Tree 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 | $491K | Hold |
2,276
| – | – | 0.11% | 94 |
|
|
2025
Q1 | $454K | Buy |
2,276
+6
| +0.3% | +$1.2K | 0.11% | 98 |
|
|
2024
Q4 | $502K | Sell |
2,270
-326
| -13% | -$72K | 0.12% | 89 |
|
|
2024
Q3 | $573K | Sell |
2,596
-276
| -10% | -$61K | 0.14% | 85 |
|
|
2024
Q2 | $583K | Sell |
2,872
-179
| -6% | -$36.3K | 0.15% | 80 |
|
|
2024
Q1 | $642K | Sell |
3,051
-130
| -4% | -$27.3K | 0.16% | 75 |
|
|
2023
Q4 | $638K | Sell |
3,181
-28
| -0.9% | -$5.62K | 0.17% | 75 |
|
|
2023
Q3 | $567K | Buy |
3,209
+7
| +0.2% | +$1.24K | 0.17% | 76 |
|
|
2023
Q2 | $600K | Buy |
+3,202
| New | +$600K | 0.17% | 72 |
|