CJM Wealth Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Hold |
8,045
| – | – | 0.58% | 19 |
|
|
2025
Q1 | $1.6M | Hold |
8,045
| – | – | 0.57% | 19 |
|
|
2024
Q4 | $1.78M | Hold |
8,045
| – | – | 0.6% | 17 |
|
|
2024
Q3 | $1.78M | Hold |
8,045
| – | – | 0.61% | 18 |
|
|
2024
Q2 | $1.62M | Hold |
8,045
| – | – | 0.6% | 18 |
|
|
2024
Q1 | $1.69M | Sell |
8,045
-22
| -0.3% | -$4.63K | 0.64% | 19 |
|
|
2023
Q4 | $1.62M | Sell |
8,067
-233
| -3% | -$46.8K | 0.71% | 18 |
|
|
2023
Q3 | $1.47M | Buy |
8,300
+231
| +3% | +$40.8K | 0.71% | 19 |
|
|
2023
Q2 | $1.51M | Hold |
8,069
| – | – | 0.77% | 19 |
|
|
2023
Q1 | $1.44M | Hold |
8,069
| – | – | 0.82% | 18 |
|
|
2022
Q4 | $1.41M | Hold |
8,069
| – | – | 0.87% | 18 |
|
|
2022
Q3 | $1.33M | Buy |
8,069
+412
| +5% | +$67.9K | 0.95% | 13 |
|
|
2022
Q2 | $1.3M | Buy |
7,657
+40
| +0.5% | +$6.77K | 0.9% | 16 |
|
|
2022
Q1 | $1.56M | Hold |
7,617
| – | – | 1.07% | 14 |
|
|
2021
Q4 | $1.69M | Buy |
+7,617
| New | +$1.69M | 1.21% | 12 |
|