CWA
Continuum 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 | $233K | Hold |
1,078
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $215K | Hold |
1,078
| – | – | 0.11% | 50 |
|
|
2024
Q4 | $238K | Hold |
1,078
| – | – | 0.12% | 52 |
|
|
2024
Q3 | $238K | Hold |
1,078
| – | – | 0.13% | 52 |
|
|
2024
Q2 | $219K | Hold |
1,078
| – | – | 0.12% | 56 |
|
|
2024
Q1 | $227K | Hold |
1,078
| – | – | 0.13% | 58 |
|
|
2023
Q4 | $216K | Buy |
+1,078
| New | +$216K | 0.14% | 49 |
|
|
2023
Q3 | – | Sell |
-1,078
| Closed | -$202K | – | 49 |
|
|
2023
Q2 | $202K | Buy |
+1,078
| New | +$202K | 0.14% | 49 |
|
|
2023
Q1 | – | Sell |
-1,239
| Closed | -$216K | – | 45 |
|
|
2022
Q4 | $216K | Buy |
+1,239
| New | +$216K | 0.21% | 44 |
|