JWS
Juncture Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,008
-345
| -25% | -$74.4K | 0.08% | 114 |
|
|
2025
Q1 | $270K | Buy |
1,353
+37
| +3% | +$7.38K | 0.1% | 108 |
|
|
2024
Q4 | $291K | Buy |
+1,316
| New | +$291K | 0.11% | 109 |
|
|
2022
Q2 | – | Sell |
-1,229
| Closed | -$252K | – | 112 |
|
|
2022
Q1 | $252K | Sell |
1,229
-2,690
| -69% | -$552K | 0.12% | 107 |
|
|
2021
Q4 | $872K | Sell |
3,919
-11
| -0.3% | -$2.45K | 0.42% | 52 |
|
|
2021
Q3 | $860K | Sell |
3,930
-154
| -4% | -$33.7K | 0.45% | 47 |
|
|
2021
Q2 | $909K | Sell |
4,084
-33,139
| -89% | -$7.38M | 0.52% | 43 |
|
|
2021
Q1 | $8.12M | Buy |
+37,223
| New | +$8.12M | 5.11% | 4 |
|