IPW
IronBridge Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $18M | Buy |
90,468
+5,966
| +7% | +$1.19M | 7.11% | 2 |
|
|
2024
Q4 | $18.7M | Buy |
84,502
+1,465
| +2% | +$324K | 6.85% | 2 |
|
|
2024
Q3 | $18.3M | Buy |
83,037
+17,009
| +26% | +$3.76M | 6.85% | 2 |
|
|
2024
Q2 | $13.4M | Buy |
66,028
+5,375
| +9% | +$1.09M | 5.01% | 2 |
|
|
2024
Q1 | $12.8M | Buy |
60,653
+16,033
| +36% | +$3.37M | 5.29% | 2 |
|
|
2023
Q4 | $8.96M | Buy |
+44,620
| New | +$8.96M | 4.37% | 5 |
|
|
2023
Q3 | – | Sell |
-20,942
| Closed | -$3.92M | – | 41 |
|
|
2023
Q2 | $3.92M | Buy |
+20,942
| New | +$3.92M | 2.2% | 14 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 28 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 40 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$7K | – | 165 |
|
|
2021
Q4 | $7K | Hold |
33
| – | – | ﹤0.01% | 213 |
|
|
2021
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 175 |
|
|
2021
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 167 |
|
|
2021
Q1 | $7K | Buy |
33
+8
| +32% | +$1.7K | ﹤0.01% | 181 |
|
|
2020
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 187 |
|