Dynamic Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
700
+9
| +1% | +$1.94K | 0.11% | 82 |
|
|
2025
Q1 | $138K | Buy |
+691
| New | +$138K | 0.11% | 86 |
|
|
2024
Q4 | – | Sell |
-653
| Closed | -$144K | – | 151 |
|
|
2024
Q3 | $144K | Sell |
653
-28
| -4% | -$6.18K | 0.12% | 87 |
|
|
2024
Q2 | $138K | Sell |
681
-3
| -0.4% | -$608 | 0.12% | 84 |
|
|
2024
Q1 | $144K | Hold |
684
| – | – | 0.12% | 84 |
|
|
2023
Q4 | $137K | Buy |
+684
| New | +$137K | 0.13% | 78 |
|