KWM
Kolinsky Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $693K | Buy |
3,136
+437
| +16% | +$96.6K | 0.42% | 43 |
|
|
2024
Q3 | $596K | Buy |
2,699
+810
| +43% | +$179K | 0.39% | 55 |
|
|
2024
Q2 | $383K | Buy |
1,889
+224
| +13% | +$45.5K | 0.27% | 80 |
|
|
2024
Q1 | $350K | Sell |
1,665
-66
| -4% | -$13.9K | 0.27% | 90 |
|
|
2023
Q4 | $347K | Buy |
1,731
+419
| +32% | +$84.1K | 0.31% | 81 |
|
|
2023
Q3 | $232K | Buy |
1,312
+9
| +0.7% | +$1.59K | 0.23% | 110 |
|
|
2023
Q2 | $243K | Buy |
1,303
+181
| +16% | +$33.7K | 0.23% | 107 |
|
|
2023
Q1 | $200K | Buy |
+1,122
| New | +$200K | 0.21% | 122 |
|
|
2022
Q2 | – | Sell |
-1,058
| Closed | -$217K | – | 135 |
|
|
2022
Q1 | $217K | Buy |
+1,058
| New | +$217K | 0.21% | 124 |
|