EWM
EPG 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 | $77.7K | Sell |
360
-1,147
| -76% | -$248K | 0.02% | 211 |
|
|
2025
Q1 | $301K | Sell |
1,507
-99
| -6% | -$19.8K | 0.08% | 195 |
|
|
2024
Q4 | $355K | Buy |
1,606
+6
| +0.4% | +$1.33K | 0.09% | 182 |
|
|
2024
Q3 | $353K | Buy |
+1,600
| New | +$353K | 0.09% | 188 |
|
|
2024
Q2 | – | Sell |
-1,378
| Closed | -$290K | – | 221 |
|
|
2024
Q1 | $290K | Buy |
1,378
+3
| +0.2% | +$631 | 0.07% | 221 |
|
|
2023
Q4 | $268K | Buy |
1,375
+826
| +150% | +$161K | 0.07% | 213 |
|
|
2023
Q3 | $97K | Sell |
549
-36
| -6% | -$6.36K | 0.03% | 260 |
|
|
2023
Q2 | $110K | Buy |
585
+117
| +25% | +$21.9K | 0.03% | 255 |
|
|
2023
Q1 | $83.5K | Buy |
468
+21
| +5% | +$3.75K | 0.03% | 272 |
|
|
2022
Q4 | $77.9K | Buy |
447
+2
| +0.4% | +$348 | 0.03% | 245 |
|
|
2022
Q3 | $73K | Buy |
+445
| New | +$73K | 0.03% | 242 |
|
|
2022
Q2 | – | Sell |
-346
| Closed | -$71K | – | 308 |
|
|
2022
Q1 | $71K | Sell |
346
-210
| -38% | -$43.1K | 0.02% | 274 |
|
|
2021
Q4 | $124K | Buy |
556
+1
| +0.2% | +$223 | 0.04% | 249 |
|
|
2021
Q3 | $121K | Buy |
+555
| New | +$121K | 0.05% | 231 |
|
|
2021
Q1 | – | Sell |
-1,102
| Closed | -$216K | – | 191 |
|
|
2020
Q4 | $216K | Buy |
+1,102
| New | +$216K | 0.13% | 142 |
|
|
2020
Q2 | – | Sell |
-1,734
| Closed | -$198K | – | 461 |
|
|
2020
Q1 | $198K | Buy |
1,734
+1,300
| +300% | +$148K | 0.15% | 123 |
|
|
2019
Q4 | $72K | Buy |
+434
| New | +$72K | 0.05% | 184 |
|