EWA
Encompass Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
1,761
+3
| +0.2% | +$647 | 0.14% | 75 |
|
|
2025
Q1 | $351K | Hold |
1,758
| – | – | 0.14% | 73 |
|
|
2024
Q4 | $388K | Hold |
1,758
| – | – | 0.16% | 73 |
|
|
2024
Q3 | $388K | Hold |
1,758
| – | – | 0.1% | 171 |
|
|
2024
Q2 | $357K | Hold |
1,758
| – | – | 0.09% | 170 |
|
|
2024
Q1 | $370K | Sell |
1,758
-10
| -0.6% | -$2.1K | 0.1% | 174 |
|
|
2023
Q4 | $355K | Sell |
1,768
-712
| -29% | -$143K | 0.11% | 152 |
|
|
2023
Q3 | $438K | Hold |
2,480
| – | – | 0.15% | 124 |
|
|
2023
Q2 | $464K | Hold |
2,480
| – | – | 0.15% | 121 |
|
|
2023
Q1 | $442K | Buy |
2,480
+460
| +23% | +$82.1K | 0.15% | 123 |
|
|
2022
Q4 | $352K | Hold |
2,020
| – | – | 0.13% | 140 |
|
|
2022
Q3 | $333K | Hold |
2,020
| – | – | 0.13% | 142 |
|
|
2022
Q2 | $342K | Buy |
+2,020
| New | +$342K | 0.12% | 141 |
|