CWM
ClientFirst 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 | $2.41M | Sell |
11,153
-420
| -4% | -$90.6K | 2.46% | 7 |
|
|
2025
Q1 | $2.31M | Buy |
11,573
+233
| +2% | +$46.5K | 2.62% | 7 |
|
|
2024
Q4 | $2.51M | Buy |
+11,340
| New | +$2.51M | 2.53% | 7 |
|
|
2023
Q3 | $1.01M | Sell |
5,852
-1,318
| -18% | -$227K | 1.23% | 12 |
|
|
2023
Q2 | $1.37M | Hold |
7,170
| – | – | 1.63% | 9 |
|
|
2023
Q1 | $1.26M | Hold |
7,170
| – | – | 1.68% | 9 |
|
|
2022
Q4 | $1.25M | Sell |
7,170
-1,530
| -18% | -$267K | 1.59% | 9 |
|
|
2022
Q3 | $1.61M | Buy |
8,700
+300
| +4% | +$55.6K | 2% | 8 |
|
|
2022
Q2 | $1.42M | Buy |
8,400
+430
| +5% | +$72.8K | 2.16% | 9 |
|
|
2022
Q1 | $1.63M | Hold |
7,970
| – | – | 1.5% | 9 |
|
|
2021
Q4 | $1.65M | Buy |
+7,970
| New | +$1.65M | 1.48% | 9 |
|