DWM
Diversify 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 | $737K | Sell |
3,249
-47
| -1% | -$10.7K | 0.05% | 316 |
|
|
2025
Q1 | $646K | Sell |
3,296
-414
| -11% | -$81.2K | 0.05% | 309 |
|
|
2024
Q4 | $804K | Buy |
3,710
+2,769
| +294% | +$600K | 0.06% | 253 |
|
|
2024
Q3 | $206K | Buy |
+941
| New | +$206K | 0.02% | 450 |
|