IWM
Integris Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
74,054
+2,382
| +3% | +$98.4K | 0.8% | 21 |
|
|
2025
Q1 | $2.75M | Buy |
71,672
+2,434
| +4% | +$93.5K | 0.79% | 21 |
|
|
2024
Q4 | $2.91M | Sell |
69,238
-4,346
| -6% | -$183K | 0.82% | 22 |
|
|
2024
Q3 | $3.08M | Buy |
73,584
+456
| +0.6% | +$19.1K | 0.86% | 22 |
|
|
2024
Q2 | $2.82M | Buy |
73,128
+875
| +1% | +$33.7K | 0.81% | 23 |
|
|
2024
Q1 | $2.91M | Buy |
72,253
+231
| +0.3% | +$9.3K | 0.8% | 23 |
|
|
2023
Q4 | $2.74M | Buy |
72,022
+1,886
| +3% | +$71.7K | 0.81% | 23 |
|
|
2023
Q3 | $2.36M | Buy |
70,136
+14,156
| +25% | +$476K | 0.77% | 24 |
|
|
2023
Q2 | $1.99M | Buy |
55,980
+3,359
| +6% | +$119K | 0.7% | 20 |
|
|
2023
Q1 | $1.79M | Buy |
52,621
+2,903
| +6% | +$98.7K | 0.66% | 21 |
|
|
2022
Q4 | $1.63M | Buy |
+49,718
| New | +$1.63M | 0.64% | 21 |
|