OPWM
Oakwell Private 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 | $1.94M | Buy |
8,986
+200
| +2% | +$43.2K | 0.45% | 23 |
|
|
2025
Q1 | $1.75M | Sell |
8,786
-767
| -8% | -$153K | 0.48% | 22 |
|
|
2024
Q4 | $2.11M | Sell |
9,553
-108
| -1% | -$23.9K | 0.59% | 20 |
|
|
2024
Q3 | $2.13M | Sell |
9,661
-85
| -0.9% | -$18.8K | 0.61% | 21 |
|
|
2024
Q2 | $1.98M | Hold |
9,746
| – | – | 0.56% | 21 |
|
|
2024
Q1 | $2.05M | Hold |
9,746
| – | – | 0.62% | 21 |
|
|
2023
Q4 | $1.96M | Hold |
9,746
| – | – | 0.68% | 20 |
|
|
2023
Q3 | $1.72M | Hold |
9,746
| – | – | 0.73% | 19 |
|
|
2023
Q2 | $1.83M | Hold |
9,746
| – | – | 0.76% | 19 |
|
|
2023
Q1 | $1.74M | Hold |
9,746
| – | – | 0.79% | 20 |
|
|
2022
Q4 | $1.7M | Hold |
9,746
| – | – | 0.81% | 19 |
|
|
2022
Q3 | $1.61M | Sell |
9,746
-2
| -0% | -$330 | 0.89% | 21 |
|
|
2022
Q2 | $1.65M | Sell |
9,748
-1,084
| -10% | -$184K | 0.94% | 16 |
|
|
2022
Q1 | $2.22M | Sell |
10,832
-258
| -2% | -$53K | 1.12% | 17 |
|
|
2021
Q4 | $2.47M | Buy |
11,090
+5
| +0% | +$1.11K | 1.23% | 17 |
|
|
2021
Q3 | $2.43M | Sell |
11,085
-2,195
| -17% | -$480K | 1.31% | 16 |
|
|
2021
Q2 | $3.05M | Buy |
13,280
+216
| +2% | +$49.5K | 1.96% | 14 |
|
|
2021
Q1 | $2.89M | Buy |
13,064
+426
| +3% | +$94.1K | 2.04% | 14 |
|
|
2020
Q4 | $2.48M | Buy |
+12,638
| New | +$2.48M | 1.95% | 14 |
|