CWA
CM Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,131
-400
| -7% | -$86.3K | 0.33% | 28 |
|
|
2025
Q1 | $1.1M | Hold |
5,531
| – | – | 0.35% | 26 |
|
|
2024
Q4 | $1.22M | Buy |
5,531
+45
| +0.8% | +$9.94K | 0.4% | 24 |
|
|
2024
Q3 | $1.21M | Buy |
5,486
+2,336
| +74% | +$516K | 0.39% | 22 |
|
|
2024
Q2 | $639K | Sell |
3,150
-77
| -2% | -$15.6K | 0.3% | 31 |
|
|
2024
Q1 | $661K | Buy |
3,227
+133
| +4% | +$27.3K | 0.19% | 59 |
|
|
2023
Q4 | $621K | Buy |
3,094
+779
| +34% | +$156K | 0.27% | 35 |
|
|
2023
Q3 | $413K | Sell |
2,315
-20,385
| -90% | -$3.64M | 0.16% | 49 |
|
|
2023
Q2 | $4.46M | Sell |
22,700
-2,394
| -10% | -$470K | 1.46% | 9 |
|
|
2023
Q1 | $4.3M | Buy |
25,094
+22,238
| +779% | +$3.81M | 0.83% | 10 |
|
|
2022
Q4 | $498K | Hold |
2,856
| – | – | 0.25% | 41 |
|
|
2022
Q3 | $471M | Hold |
2,856
| – | – | 0.26% | 41 |
|
|
2022
Q2 | $484K | Buy |
+2,856
| New | +$484K | 0.3% | 42 |
|