PWM
PBMares 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 | $216K | Sell |
1,001
-64
| -6% | -$13.8K | 0.04% | 173 |
|
|
2025
Q1 | $213K | Buy |
1,065
+65
| +7% | +$13K | 0.04% | 184 |
|
|
2024
Q4 | $221K | Hold |
1,000
| – | – | 0.05% | 182 |
|
|
2024
Q3 | $221K | Hold |
1,000
| – | – | 0.05% | 181 |
|
|
2024
Q2 | $203K | Hold |
1,000
| – | – | 0.05% | 176 |
|
|
2024
Q1 | $210K | Hold |
1,000
| – | – | 0.05% | 171 |
|
|
2023
Q4 | $201K | Sell |
1,000
-749
| -43% | -$150K | 0.06% | 168 |
|
|
2023
Q3 | $309K | Buy |
+1,749
| New | +$309K | 0.11% | 128 |
|
|
2022
Q2 | – | Sell |
-1,460
| Closed | -$300K | – | 161 |
|
|
2022
Q1 | $300K | Hold |
1,460
| – | – | 0.18% | 117 |
|
|
2021
Q4 | $325K | Hold |
1,460
| – | – | 0.14% | 118 |
|
|
2021
Q3 | $319K | Buy |
1,460
+42
| +3% | +$9.18K | 0.15% | 117 |
|
|
2021
Q2 | $325K | Sell |
1,418
-99
| -7% | -$22.7K | 0.18% | 113 |
|
|
2021
Q1 | $335K | Buy |
1,517
+4
| +0.3% | +$883 | 0.27% | 102 |
|
|
2020
Q4 | $297K | Buy |
+1,513
| New | +$297K | 0.34% | 91 |
|