JWM
JGP 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 | $271K | Sell |
1,257
-38
| -3% | -$8.2K | 0.03% | 176 |
|
|
2025
Q1 | $258K | Hold |
1,295
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $286K | Hold |
1,295
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $286K | Hold |
1,295
| – | – | 0.04% | 153 |
|
|
2024
Q2 | $263K | Hold |
1,295
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $272K | Hold |
1,295
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $260K | Hold |
1,295
| – | – | 0.04% | 150 |
|
|
2023
Q3 | $229K | Hold |
1,295
| – | – | 0.04% | 144 |
|
|
2023
Q2 | $243K | Hold |
1,295
| – | – | 0.04% | 141 |
|
|
2023
Q1 | $231K | Hold |
1,295
| – | – | 0.04% | 140 |
|
|
2022
Q4 | $226K | Hold |
1,295
| – | – | 0.04% | 139 |
|
|
2022
Q3 | $218K | Hold |
1,295
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $222K | Hold |
1,295
| – | – | 0.04% | 137 |
|
|
2022
Q1 | $256K | Sell |
1,295
-125
| -9% | -$24.7K | 0.05% | 145 |
|
|
2021
Q4 | $309K | Buy |
1,420
+125
| +10% | +$27.2K | 0.06% | 137 |
|
|
2021
Q3 | $283K | Hold |
1,295
| – | – | 0.06% | 134 |
|
|
2021
Q2 | $297K | Hold |
1,295
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $286K | Hold |
1,295
| – | – | 0.06% | 129 |
|
|
2020
Q4 | $283K | Hold |
1,295
| – | – | 0.07% | 127 |
|
|
2020
Q3 | $207K | Buy |
+1,295
| New | +$207K | 0.06% | 128 |
|