EWS
Eagle 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
Q1 | – | Sell |
-1,141
| Closed | -$252K | – | 106 |
|
|
2024
Q4 | $252K | Buy |
1,141
+162
| +17% | +$35.8K | 0.18% | 87 |
|
|
2024
Q3 | $216K | Sell |
979
-71
| -7% | -$15.7K | 0.16% | 95 |
|
|
2024
Q2 | $213K | Buy |
1,050
+3
| +0.3% | +$609 | 0.17% | 82 |
|
|
2024
Q1 | $218K | Buy |
1,047
+3
| +0.3% | +$625 | 0.18% | 84 |
|
|
2023
Q4 | $210K | Buy |
+1,044
| New | +$210K | 0.13% | 90 |
|