HWM
Hohimer 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 | $513K | Hold |
2,378
| – | – | 0.09% | 156 |
|
|
2025
Q1 | $474K | Hold |
2,378
| – | – | 0.09% | 164 |
|
|
2024
Q4 | $525K | Buy |
2,378
+478
| +25% | +$106K | 0.1% | 141 |
|
|
2024
Q3 | $420K | Hold |
1,900
| – | – | 0.09% | 144 |
|
|
2024
Q2 | $385K | Hold |
1,900
| – | – | 0.09% | 166 |
|
|
2024
Q1 | $400K | Hold |
1,900
| – | – | 0.09% | 171 |
|
|
2023
Q4 | $381K | Hold |
1,900
| – | – | 0.1% | 165 |
|
|
2023
Q3 | $336K | Hold |
1,900
| – | – | 0.1% | 162 |
|
|
2023
Q2 | $356K | Hold |
1,900
| – | – | 0.1% | 161 |
|
|
2023
Q1 | $339K | Buy |
+1,900
| New | +$339K | 0.1% | 159 |
|
|
2022
Q2 | – | Sell |
-1,111
| Closed | -$228K | – | 210 |
|
|
2022
Q1 | $228K | Sell |
1,111
-31
| -3% | -$6.36K | 0.05% | 189 |
|
|
2021
Q4 | $254K | Hold |
1,142
| – | – | 0.05% | 178 |
|
|
2021
Q3 | $250K | Buy |
1,142
+11
| +1% | +$2.41K | 0.05% | 161 |
|
|
2021
Q2 | $259K | Sell |
1,131
-60
| -5% | -$13.7K | 0.05% | 165 |
|
|
2021
Q1 | $263K | Buy |
1,191
+60
| +5% | +$13.2K | 0.06% | 155 |
|
|
2020
Q4 | $222K | Buy |
+1,131
| New | +$222K | 0.06% | 167 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$215K | – | 196 |
|
|
2019
Q4 | $215K | Buy |
+1,300
| New | +$215K | 0.07% | 215 |
|