OBWG
Onyx Bridge 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 | $218K | Sell |
1,010
-141
| -12% | -$30.4K | 0.03% | 274 |
|
|
2025
Q1 | $230K | Sell |
1,151
-142
| -11% | -$28.3K | 0.03% | 246 |
|
|
2024
Q4 | $286K | Buy |
1,293
+100
| +8% | +$22.1K | 0.04% | 216 |
|
|
2024
Q3 | $264K | Sell |
1,193
-49
| -4% | -$10.8K | 0.04% | 226 |
|
|
2024
Q2 | $252K | Hold |
1,242
| – | – | 0.04% | 218 |
|
|
2024
Q1 | $246K | Sell |
1,242
-420
| -25% | -$83.3K | 0.04% | 217 |
|
|
2023
Q4 | $334K | Buy |
1,662
+95
| +6% | +$19.1K | 0.07% | 177 |
|
|
2023
Q3 | $277K | Sell |
1,567
-59
| -4% | -$10.4K | 0.06% | 186 |
|
|
2023
Q2 | $305K | Buy |
+1,626
| New | +$305K | 0.07% | 171 |
|