KPWG
KFA Private Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
+1,283
| New | +$277K | 0.09% | 109 |
|
|
2024
Q2 | – | Sell |
-24,958
| Closed | -$5.25M | – | 90 |
|
|
2024
Q1 | $5.25M | Buy |
24,958
+1,726
| +7% | +$363K | 1.63% | 11 |
|
|
2023
Q4 | $4.66M | Buy |
23,232
+1,676
| +8% | +$336K | 1.67% | 12 |
|
|
2023
Q3 | $3.81M | Buy |
21,556
+845
| +4% | +$149K | 1.58% | 13 |
|
|
2023
Q2 | $3.88M | Buy |
20,711
+1,204
| +6% | +$225K | 1.61% | 13 |
|
|
2023
Q1 | $3.48M | Sell |
19,507
-9
| -0% | -$1.61K | 1.58% | 13 |
|
|
2022
Q4 | $3.4M | Sell |
19,516
-2,731
| -12% | -$476K | 1.74% | 13 |
|
|
2022
Q3 | $3.67M | Sell |
22,247
-673
| -3% | -$111K | 1.95% | 13 |
|
|
2022
Q2 | $3.88M | Sell |
22,920
-2,079
| -8% | -$352K | 2.15% | 11 |
|
|
2022
Q1 | $5.13M | Sell |
24,999
-2,856
| -10% | -$586K | 2.57% | 11 |
|
|
2021
Q4 | $6.2M | Buy |
27,855
+3,328
| +14% | +$740K | 3.08% | 11 |
|
|
2021
Q3 | $5.37M | Buy |
24,527
+58
| +0.2% | +$12.7K | 2.94% | 11 |
|
|
2021
Q2 | $5.61M | Buy |
24,469
+743
| +3% | +$170K | 3.06% | 11 |
|
|
2021
Q1 | $5.24M | Buy |
23,726
+2,416
| +11% | +$534K | 3.06% | 11 |
|
|
2020
Q4 | $4.18M | Buy |
21,310
+19,842
| +1,352% | +$3.89M | 2.65% | 12 |
|
|
2020
Q3 | $220K | Buy |
+1,468
| New | +$220K | 0.16% | 61 |
|