CWP
Core 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 | $422K | Buy |
1,954
+538
| +38% | +$116K | 0.21% | 100 |
|
|
2025
Q1 | $282K | Buy |
1,416
+315
| +29% | +$62.8K | 0.16% | 126 |
|
|
2024
Q4 | $243K | Sell |
1,101
-20
| -2% | -$4.42K | 0.14% | 146 |
|
|
2024
Q3 | $248K | Buy |
1,121
+28
| +3% | +$6.19K | 0.15% | 141 |
|
|
2024
Q2 | $222K | Buy |
1,093
+1
| +0.1% | +$203 | 0.15% | 132 |
|
|
2024
Q1 | $230K | Buy |
1,092
+2
| +0.2% | +$421 | 0.17% | 120 |
|
|
2023
Q4 | $219K | Buy |
+1,090
| New | +$219K | 0.18% | 106 |
|