IWS
Insight Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
1,536
+8
| +0.5% | +$1.74K | 0.04% | 139 |
|
|
2025
Q1 | $305K | Buy |
1,528
+3
| +0.2% | +$599 | 0.04% | 133 |
|
|
2024
Q4 | $337K | Buy |
1,525
+4
| +0.3% | +$884 | 0.05% | 131 |
|
|
2024
Q3 | $336K | Buy |
1,521
+5
| +0.3% | +$1.1K | 0.04% | 139 |
|
|
2024
Q2 | $308K | Buy |
1,516
+14
| +0.9% | +$2.84K | 0.04% | 143 |
|
|
2024
Q1 | $316K | Buy |
+1,502
| New | +$316K | 0.05% | 144 |
|
|
2022
Q2 | – | Sell |
-2,673
| Closed | -$549K | – | 155 |
|
|
2022
Q1 | $549K | Buy |
+2,673
| New | +$549K | 0.08% | 121 |
|
|
2021
Q4 | – | Sell |
-1,022
| Closed | -$224K | – | 177 |
|
|
2021
Q3 | $224K | Buy |
1,022
+60
| +6% | +$13.2K | 0.03% | 177 |
|
|
2021
Q2 | $221K | Buy |
+962
| New | +$221K | 0.03% | 174 |
|
|
2020
Q1 | – | Sell |
-1,371
| Closed | -$227K | – | 176 |
|
|
2019
Q4 | $227K | Buy |
+1,371
| New | +$227K | 0.05% | 187 |
|