CWM
Compass 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 | – | Sell |
-52
| Closed | -$10.4K | – | 279 |
|
|
2025
Q1 | $10.4K | Hold |
52
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $11.5K | Hold |
52
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $11.5K | Hold |
52
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $10.6K | Hold |
52
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $10.9K | Hold |
52
| – | – | ﹤0.01% | 345 |
|
|
2023
Q4 | $10.4K | Hold |
52
| – | – | ﹤0.01% | 339 |
|
|
2023
Q3 | $9.19K | Hold |
52
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $9.74K | Hold |
52
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $9.28K | Hold |
52
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $9.07K | Buy |
+52
| New | +$9.07K | ﹤0.01% | 360 |
|