CWM
Cornerstone 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 | $1.98M | Buy |
9,186
+1,517
| +20% | +$327K | 0.12% | 155 |
|
|
2025
Q1 | $1.53M | Sell |
7,669
-450
| -6% | -$89.8K | 0.1% | 172 |
|
|
2024
Q4 | $1.79M | Sell |
8,119
-133
| -2% | -$29.4K | 0.12% | 154 |
|
|
2024
Q3 | $1.82M | Buy |
8,252
+79
| +1% | +$17.5K | 0.13% | 151 |
|
|
2024
Q2 | $1.66M | Buy |
8,173
+12
| +0.1% | +$2.44K | 0.13% | 149 |
|
|
2024
Q1 | $1.72M | Buy |
8,161
+117
| +1% | +$24.6K | 0.14% | 141 |
|
|
2023
Q4 | $1.61M | Sell |
8,044
-775
| -9% | -$156K | 0.14% | 139 |
|
|
2023
Q3 | $1.56M | Buy |
8,819
+609
| +7% | +$108K | 0.15% | 140 |
|
|
2023
Q2 | $1.54M | Sell |
8,210
-698
| -8% | -$131K | 0.14% | 144 |
|
|
2023
Q1 | $1.59M | Buy |
+8,908
| New | +$1.59M | 0.16% | 130 |
|
|
2022
Q3 | $1.62M | Buy |
9,813
+196
| +2% | +$32.3K | 0.18% | 114 |
|
|
2022
Q2 | $1.63M | Sell |
9,617
-777
| -7% | -$132K | 0.18% | 115 |
|
|
2022
Q1 | $2.13M | Sell |
10,394
-368
| -3% | -$75.6K | 0.21% | 100 |
|
|
2021
Q4 | $2.4M | Buy |
10,762
+1,368
| +15% | +$304K | 0.23% | 100 |
|
|
2021
Q3 | $2.06M | Buy |
9,394
+85
| +0.9% | +$18.6K | 0.22% | 104 |
|
|
2021
Q2 | $2.14M | Sell |
9,309
-34
| -0.4% | -$7.8K | 0.22% | 104 |
|
|
2021
Q1 | $2.06M | Buy |
9,343
+852
| +10% | +$188K | 0.24% | 91 |
|
|
2020
Q4 | $1.67M | Buy |
8,491
+4,979
| +142% | +$976K | 0.21% | 104 |
|
|
2020
Q3 | $526K | Sell |
3,512
-105
| -3% | -$15.7K | 0.08% | 213 |
|
|
2020
Q2 | $518K | Buy |
3,617
+234
| +7% | +$33.5K | 0.08% | 210 |
|
|
2020
Q1 | $387K | Sell |
3,383
-440
| -12% | -$50.3K | 0.07% | 227 |
|
|
2019
Q4 | $633K | Sell |
3,823
-241
| -6% | -$39.9K | 0.1% | 179 |
|
|
2019
Q3 | $615K | Sell |
4,064
-585
| -13% | -$88.5K | 0.11% | 181 |
|
|
2019
Q2 | $723K | Sell |
4,649
-194
| -4% | -$30.2K | 0.13% | 162 |
|
|
2019
Q1 | $1.4M | Buy |
4,843
+278
| +6% | +$80.2K | 0.17% | 145 |
|
|
2018
Q4 | $611K | Sell |
4,565
-1,362,943
| -100% | -$182M | 0.13% | 163 |
|
|
2018
Q3 | $9.15M | Buy |
1,367,508
+191,928
| +16% | +$1.28M | 0.12% | 189 |
|
|
2018
Q2 | $7.13M | Buy |
1,175,580
+1,167,847
| +15,102% | +$7.08M | 0.08% | 254 |
|
|
2018
Q1 | $1.14M | Buy |
7,733
+2,328
| +43% | +$344K | 0.22% | 94 |
|
|
2017
Q4 | $842K | Sell |
5,405
-3,747
| -41% | -$584K | 0.16% | 131 |
|
|
2017
Q3 | $1.36M | Sell |
9,152
-1,291
| -12% | -$191K | 0.28% | 80 |
|
|
2017
Q2 | $1.46M | Buy |
10,443
+208
| +2% | +$29K | 0.33% | 63 |
|
|
2017
Q1 | $1.37M | Buy |
10,235
+3,246
| +46% | +$434K | 0.34% | 63 |
|
|
2016
Q4 | $947K | Buy |
6,989
+1,336
| +24% | +$181K | 0.3% | 65 |
|
|
2016
Q3 | $697K | Buy |
+5,653
| New | +$697K | 0.26% | 77 |
|
|
2016
Q1 | $150K | Buy |
+1,489
| New | +$150K | 0.11% | 89 |
|