CWM
Collaborative 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 | $393K | Buy |
1,823
+219
| +14% | +$47.3K | 0.17% | 116 |
|
|
2025
Q1 | $320K | Sell |
1,604
-445
| -22% | -$88.8K | 0.15% | 120 |
|
|
2024
Q4 | $453K | Buy |
2,049
+767
| +60% | +$169K | 0.21% | 102 |
|
|
2024
Q3 | $283K | Sell |
1,282
-155
| -11% | -$34.2K | 0.13% | 133 |
|
|
2024
Q2 | $292K | Buy |
1,437
+59
| +4% | +$12K | 0.14% | 123 |
|
|
2024
Q1 | $290K | Buy |
1,378
+42
| +3% | +$8.83K | 0.15% | 127 |
|
|
2023
Q4 | $268K | Sell |
1,336
-75
| -5% | -$15.1K | 0.15% | 127 |
|
|
2023
Q3 | $249K | Sell |
1,411
-247
| -15% | -$43.7K | 0.15% | 133 |
|
|
2023
Q2 | $311K | Sell |
1,658
-350
| -17% | -$65.6K | 0.18% | 121 |
|
|
2023
Q1 | $358K | Sell |
2,008
-108
| -5% | -$19.3K | 0.23% | 107 |
|
|
2022
Q4 | $369K | Sell |
2,116
-27
| -1% | -$4.71K | 0.24% | 109 |
|
|
2022
Q3 | $353K | Sell |
2,143
-424
| -17% | -$69.8K | 0.25% | 104 |
|
|
2022
Q2 | $435K | Buy |
+2,567
| New | +$435K | 0.29% | 99 |
|
|
2021
Q4 | $724K | Buy |
+3,253
| New | +$724K | 0.4% | 81 |
|
|
2021
Q1 | $630K | Buy |
+3,069
| New | +$630K | 0.36% | 91 |
|