PWM
Penobscot 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 | $581K | Buy |
2,694
+1,093
| +68% | +$236K | 0.21% | 55 |
|
|
2025
Q1 | $319K | Sell |
1,601
-1,106
| -41% | -$221K | 0.13% | 68 |
|
|
2024
Q4 | $598K | Buy |
2,707
+720
| +36% | +$159K | 0.28% | 43 |
|
|
2024
Q3 | $439K | Buy |
1,987
+798
| +67% | +$176K | 0.24% | 48 |
|
|
2024
Q2 | $239K | Buy |
+1,189
| New | +$239K | 0.14% | 64 |
|