GRP
Global Retirement Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
+51,310
| New | +$11.1M | 0.27% | 79 |
|
|
2024
Q4 | $13.7M | Buy |
61,827
+19,173
| +45% | +$4.24M | 0.39% | 51 |
|
|
2024
Q3 | $9.42M | Sell |
42,654
-9,430
| -18% | -$2.08M | 0.28% | 77 |
|
|
2024
Q2 | $10.6M | Buy |
52,084
+1,547
| +3% | +$314K | 0.33% | 63 |
|
|
2024
Q1 | $10.6M | Buy |
50,537
+4,698
| +10% | +$988K | 0.4% | 50 |
|
|
2023
Q4 | $8.75M | Sell |
45,839
-5,711
| -11% | -$1.09M | 0.37% | 54 |
|
|
2023
Q3 | $8.83M | Buy |
51,550
+5,170
| +11% | +$885K | 0.44% | 43 |
|
|
2023
Q2 | $8.69M | Buy |
46,380
+6,608
| +17% | +$1.24M | 0.42% | 47 |
|
|
2023
Q1 | $6.85M | Buy |
39,772
+2,110
| +6% | +$364K | 0.36% | 54 |
|
|
2022
Q4 | $6.57M | Buy |
37,662
+1,311
| +4% | +$229K | 0.45% | 41 |
|
|
2022
Q3 | $6.66M | Sell |
36,351
-5,177
| -12% | -$949K | 0.5% | 33 |
|
|
2022
Q2 | $7.03M | Sell |
41,528
-2,819
| -6% | -$477K | 0.56% | 26 |
|
|
2022
Q1 | $7.79M | Buy |
+44,347
| New | +$7.79M | 0.61% | 21 |
|
|
2021
Q4 | – | Sell |
-42,144
| Closed | -$9.22M | – | 1036 |
|
|
2021
Q3 | $9.22M | Buy |
42,144
+594
| +1% | +$130K | 0.91% | 19 |
|
|
2021
Q2 | $9.53M | Buy |
41,550
+1,991
| +5% | +$457K | 0.98% | 18 |
|
|
2021
Q1 | $8.74M | Sell |
39,559
-324
| -0.8% | -$71.6K | 1.02% | 18 |
|
|
2020
Q4 | $7.82M | Buy |
39,883
+9,176
| +30% | +$1.8M | 0.98% | 18 |
|
|
2020
Q3 | $4.6M | Sell |
30,707
-7,049
| -19% | -$1.06M | 0.67% | 31 |
|
|
2020
Q2 | $5.41M | Sell |
37,756
-4,867
| -11% | -$697K | 0.86% | 26 |
|
|
2020
Q1 | $4.88M | Buy |
42,623
+9,033
| +27% | +$1.03M | 0.92% | 24 |
|
|
2019
Q4 | $5.57M | Buy |
33,590
+879
| +3% | +$146K | 0.85% | 24 |
|
|
2019
Q3 | $4.95M | Buy |
32,711
+1,306
| +4% | +$198K | 0.81% | 24 |
|
|
2019
Q2 | $4.88M | Buy |
31,405
+7,139
| +29% | +$1.11M | 0.94% | 20 |
|
|
2019
Q1 | $3.72M | Buy |
24,266
+329
| +1% | +$50.4K | 0.9% | 19 |
|
|
2018
Q4 | $3.21M | Buy |
23,937
+1,838
| +8% | +$246K | 0.82% | 22 |
|
|
2018
Q3 | $3.73M | Buy |
22,099
+2,845
| +15% | +$480K | 0.84% | 25 |
|
|
2018
Q2 | $3.15M | Buy |
19,254
+5,374
| +39% | +$880K | 0.8% | 26 |
|
|
2018
Q1 | $2.11M | Sell |
13,880
-356
| -3% | -$54K | 0.58% | 30 |
|
|
2017
Q4 | $2.17M | Buy |
14,236
+652
| +5% | +$99.4K | 0.6% | 25 |
|
|
2017
Q3 | $2.01M | Buy |
13,584
+3,214
| +31% | +$476K | 0.83% | 18 |
|
|
2017
Q2 | $1.46M | Buy |
10,370
+1,074
| +12% | +$151K | 0.69% | 20 |
|
|
2017
Q1 | $1.28M | Buy |
9,296
+869
| +10% | +$119K | 0.71% | 19 |
|
|
2016
Q4 | $1.14M | Buy |
+8,427
| New | +$1.14M | 0.76% | 19 |
|