JWM
Jessup 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 | $2.36M | Sell |
10,922
-703
| -6% | -$152K | 0.95% | 24 |
|
|
2025
Q1 | $2.32M | Sell |
11,625
-325
| -3% | -$64.8K | 0.97% | 25 |
|
|
2024
Q4 | $2.64M | Sell |
11,950
-27,497
| -70% | -$6.08M | 1.13% | 22 |
|
|
2024
Q3 | $8.71M | Sell |
39,447
-2,628
| -6% | -$581K | 4% | 9 |
|
|
2024
Q2 | $8.54M | Sell |
42,075
-697
| -2% | -$141K | 3.64% | 9 |
|
|
2024
Q1 | $8.99M | Buy |
42,772
+2,247
| +6% | +$473K | 3.85% | 7 |
|
|
2023
Q4 | $8.13M | Buy |
40,525
+33,895
| +511% | +$6.8M | 4.06% | 7 |
|
|
2023
Q3 | $1.17M | Sell |
6,630
-1,514
| -19% | -$268K | 0.68% | 32 |
|
|
2023
Q2 | $1.53M | Sell |
8,144
-14,986
| -65% | -$2.81M | 0.82% | 29 |
|
|
2023
Q1 | $4.13M | Sell |
23,130
-1,122
| -5% | -$200K | 2.45% | 15 |
|
|
2022
Q4 | $4.23M | Buy |
+24,252
| New | +$4.23M | 2.68% | 17 |
|