CWP
Concord Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
2,234
+138
| +7% | +$29.8K | 0.07% | 154 |
|
|
2025
Q1 | $418K | Sell |
2,096
-25
| -1% | -$4.99K | 0.07% | 154 |
|
|
2024
Q4 | $469K | Sell |
2,121
-30
| -1% | -$6.63K | 0.08% | 146 |
|
|
2024
Q3 | $475K | Buy |
2,151
+8
| +0.4% | +$1.77K | 0.08% | 141 |
|
|
2024
Q2 | $435K | Sell |
2,143
-62
| -3% | -$12.6K | 0.08% | 148 |
|
|
2024
Q1 | $464K | Buy |
2,205
+122
| +6% | +$25.7K | 0.08% | 146 |
|
|
2023
Q4 | $418K | Buy |
2,083
+17
| +0.8% | +$3.41K | 0.08% | 142 |
|
|
2023
Q3 | $365K | Hold |
2,066
| – | – | 0.08% | 142 |
|
|
2023
Q2 | $387K | Buy |
2,066
+11
| +0.5% | +$2.06K | 0.08% | 128 |
|
|
2023
Q1 | $367K | Sell |
2,055
-295
| -13% | -$52.6K | 0.1% | 103 |
|
|
2022
Q4 | $410K | Sell |
2,350
-74
| -3% | -$12.9K | 0.12% | 102 |
|
|
2022
Q3 | $400K | Buy |
2,424
+12
| +0.5% | +$1.98K | 0.13% | 106 |
|
|
2022
Q2 | $408K | Sell |
2,412
-28
| -1% | -$4.74K | 0.11% | 116 |
|
|
2022
Q1 | $501K | Buy |
2,440
+5
| +0.2% | +$1.03K | 0.13% | 102 |
|
|
2021
Q4 | $542K | Buy |
+2,435
| New | +$542K | 0.13% | 92 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$78K | – | 1034 |
|
|
2020
Q4 | $78K | Buy |
+400
| New | +$78K | 0.06% | 155 |
|