EFG
Ethos Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
7,701
-2,186
| -22% | -$472K | 0.14% | 136 |
|
|
2025
Q1 | $2.06M | Sell |
9,887
-12,222
| -55% | -$2.55M | 0.2% | 110 |
|
|
2024
Q4 | $4.89M | Buy |
22,109
+15,053
| +213% | +$3.33M | 0.64% | 45 |
|
|
2024
Q3 | $1.56M | Buy |
7,056
+1,031
| +17% | +$228K | 0.26% | 61 |
|
|
2024
Q2 | $1.37M | Buy |
+6,025
| New | +$1.37M | 0.24% | 65 |
|
|
2023
Q4 | – | Sell |
-1,186
| Closed | -$210K | – | 283 |
|
|
2023
Q3 | $210K | Buy |
+1,186
| New | +$210K | 0.05% | 162 |
|