GWAG
Garrett Wealth Advisory 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 | $203K | Buy |
+940
| New | +$203K | 0.04% | 111 |
|
|
2025
Q1 | – | Sell |
-950
| Closed | -$210K | – | 113 |
|
|
2024
Q4 | $210K | Sell |
950
-174
| -15% | -$38.4K | 0.05% | 98 |
|
|
2024
Q3 | $248K | Buy |
1,124
+129
| +13% | +$28.5K | 0.06% | 86 |
|
|
2024
Q2 | $202K | Buy |
+995
| New | +$202K | 0.07% | 83 |
|
|
2019
Q4 | – | Sell |
-973
| Closed | -$147K | – | 350 |
|
|
2019
Q3 | $147K | Buy |
+973
| New | +$147K | 0.1% | 66 |
|