IWS
Integrity Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
971
-1,673
| -63% | -$361K | 0.1% | 107 |
|
|
2025
Q1 | $527K | Buy |
2,644
+1,484
| +128% | +$296K | 0.29% | 66 |
|
|
2024
Q4 | $256K | Sell |
1,160
-20
| -2% | -$4.42K | 0.14% | 85 |
|
|
2024
Q3 | $261K | Buy |
1,180
+54
| +5% | +$11.9K | 0.15% | 79 |
|
|
2024
Q2 | $228K | Buy |
1,126
+55
| +5% | +$11.2K | 0.15% | 82 |
|
|
2024
Q1 | $225K | Buy |
+1,071
| New | +$225K | 0.15% | 91 |
|