CWG
Cornerstone Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
6,415
-6,804
| -51% | -$1.47M | 0.1% | 116 |
|
|
2025
Q1 | $2.64M | Sell |
13,219
-12,555
| -49% | -$2.5M | 0.22% | 102 |
|
|
2024
Q4 | $5.7M | Buy |
25,774
+13,055
| +103% | +$2.88M | 0.46% | 53 |
|
|
2024
Q3 | $2.81M | Sell |
12,719
-40
| -0.3% | -$8.84K | 0.23% | 97 |
|
|
2024
Q2 | $2.59M | Sell |
12,759
-38
| -0.3% | -$7.71K | 0.23% | 94 |
|
|
2024
Q1 | $2.69M | Buy |
12,797
+5,172
| +68% | +$1.09M | 0.25% | 91 |
|
|
2023
Q4 | $1.53M | Buy |
7,625
+16
| +0.2% | +$3.21K | 0.22% | 84 |
|
|
2023
Q3 | $1.34M | Hold |
7,609
| – | – | 0.24% | 88 |
|
|
2023
Q2 | $1.42M | Sell |
7,609
-10
| -0.1% | -$1.87K | 0.26% | 85 |
|
|
2023
Q1 | $1.36M | Sell |
7,619
-84,679
| -92% | -$15.1M | 0.24% | 94 |
|
|
2022
Q4 | $16.1M | Buy |
92,298
+84,668
| +1,110% | +$14.8M | 3.04% | 6 |
|
|
2022
Q3 | $1.26M | Sell |
7,630
-64,300
| -89% | -$10.6M | 0.28% | 75 |
|
|
2022
Q2 | $12.2M | Buy |
71,930
+64,532
| +872% | +$10.9M | 2.55% | 7 |
|
|
2022
Q1 | $1.52M | Sell |
7,398
-22,021
| -75% | -$4.52M | 0.28% | 93 |
|
|
2021
Q4 | $6.54M | Buy |
29,419
+22,025
| +298% | +$4.9M | 1.12% | 24 |
|
|
2021
Q3 | $1.62M | Sell |
7,394
-110
| -1% | -$24.1K | 0.29% | 89 |
|
|
2021
Q2 | $1.59M | Buy |
+7,504
| New | +$1.59M | 0.32% | 84 |
|