GWMR
GC Wealth Management RIA’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
12,646
+39
| +0.3% | +$8.42K | 0.22% | 102 |
|
|
2025
Q1 | $2.52M | Buy |
12,607
+708
| +6% | +$141K | 0.46% | 53 |
|
|
2024
Q4 | $2.63M | Hold |
11,899
| – | – | 0.46% | 51 |
|
|
2024
Q3 | $2.63M | Sell |
11,899
-8
| -0.1% | -$1.77K | 0.46% | 47 |
|
|
2024
Q2 | $2.42M | Sell |
11,907
-468
| -4% | -$95K | 0.48% | 42 |
|
|
2024
Q1 | $2.6M | Buy |
+12,375
| New | +$2.6M | 0.52% | 36 |
|