GJWM
Gilliland Jeter 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 | $649K | Sell |
3,008
-105
| -3% | -$22.7K | 0.21% | 99 |
|
|
2025
Q1 | $621K | Buy |
3,113
+98
| +3% | +$19.6K | 0.22% | 96 |
|
|
2024
Q4 | $666K | Hold |
3,015
| – | – | 0.22% | 89 |
|
|
2024
Q3 | $666K | Buy |
3,015
+15
| +0.5% | +$3.31K | 0.22% | 94 |
|
|
2024
Q2 | $609K | Hold |
3,000
| – | – | 0.21% | 98 |
|
|
2024
Q1 | $631K | Hold |
3,000
| – | – | 0.22% | 97 |
|
|
2023
Q4 | $602K | Buy |
+3,000
| New | +$602K | 0.25% | 93 |
|