NWM
Northwest 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 | $852K | Hold |
3,949
| – | – | 0.15% | 79 |
|
|
2025
Q1 | $788K | Sell |
3,949
-22
| -0.6% | -$4.39K | 0.16% | 80 |
|
|
2024
Q4 | $877K | Hold |
3,971
| – | – | 0.19% | 76 |
|
|
2024
Q3 | $877K | Sell |
3,971
-82
| -2% | -$18.1K | 0.2% | 75 |
|
|
2024
Q2 | $822K | Sell |
4,053
-1
| -0% | -$203 | 0.21% | 76 |
|
|
2024
Q1 | $853K | Hold |
4,054
| – | – | 0.23% | 75 |
|
|
2023
Q4 | $814K | Sell |
4,054
-46
| -1% | -$9.23K | 0.25% | 71 |
|
|
2023
Q3 | $725K | Sell |
4,100
-5
| -0.1% | -$884 | 0.26% | 72 |
|
|
2023
Q2 | $769K | Sell |
4,105
-168
| -4% | -$31.5K | 0.28% | 71 |
|
|
2023
Q1 | $762K | Sell |
4,273
-31
| -0.7% | -$5.53K | 0.29% | 70 |
|
|
2022
Q4 | $750K | Hold |
4,304
| – | – | 0.32% | 70 |
|
|
2022
Q3 | $710K | Sell |
4,304
-33
| -0.8% | -$5.44K | 0.31% | 75 |
|
|
2022
Q2 | $734K | Buy |
4,337
+102
| +2% | +$17.3K | 0.32% | 76 |
|
|
2022
Q1 | $869K | Buy |
4,235
+254
| +6% | +$52.1K | 0.43% | 60 |
|
|
2021
Q4 | $885K | Hold |
3,981
| – | – | 0.41% | 59 |
|
|
2021
Q3 | $871K | Buy |
3,981
+1
| +0% | +$219 | 0.43% | 55 |
|
|
2021
Q2 | $913K | Sell |
3,980
-30
| -0.7% | -$6.88K | 0.48% | 51 |
|
|
2021
Q1 | $886K | Buy |
4,010
+16
| +0.4% | +$3.54K | 0.56% | 49 |
|
|
2020
Q4 | $783K | Buy |
3,994
+52
| +1% | +$10.2K | 0.54% | 50 |
|
|
2020
Q3 | $591K | Sell |
3,942
-36
| -0.9% | -$5.4K | 0.49% | 55 |
|
|
2020
Q2 | $570K | Buy |
3,978
+36
| +0.9% | +$5.16K | 0.5% | 51 |
|
|
2020
Q1 | $451K | Buy |
+3,942
| New | +$451K | 0.46% | 57 |
|
|
2019
Q2 | – | Sell |
-179
| Closed | -$27K | – | 305 |
|
|
2019
Q1 | $27K | Buy |
179
+1
| +0.6% | +$151 | 0.02% | 271 |
|
|
2018
Q4 | $24K | Hold |
178
| – | – | 0.02% | 266 |
|
|
2018
Q3 | $30K | Hold |
178
| – | – | 0.02% | 258 |
|
|
2018
Q2 | $29K | Hold |
178
| – | – | 0.02% | 267 |
|
|
2018
Q1 | $27K | Buy |
+178
| New | +$27K | 0.02% | 281 |
|