PWMG
Pinnacle Wealth Management 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 | $4.58M | Buy |
21,245
+926
| +5% | +$200K | 2.63% | 11 |
|
|
2025
Q1 | $4.05M | Buy |
20,319
+1,226
| +6% | +$245K | 2.83% | 13 |
|
|
2024
Q4 | $4.22M | Buy |
19,093
+516
| +3% | +$114K | 2.63% | 13 |
|
|
2024
Q3 | $4.1M | Buy |
18,577
+482
| +3% | +$106K | 2.59% | 13 |
|
|
2024
Q2 | $3.67M | Buy |
18,095
+2,227
| +14% | +$452K | 2.48% | 14 |
|
|
2024
Q1 | $3.34M | Buy |
15,868
+3,044
| +24% | +$640K | 2.48% | 13 |
|
|
2023
Q4 | $2.57M | Buy |
12,824
+216
| +2% | +$43.4K | 2.11% | 15 |
|
|
2023
Q3 | $2.23M | Buy |
12,608
+385
| +3% | +$68K | 2.03% | 15 |
|
|
2023
Q2 | $2.29M | Buy |
12,223
+38
| +0.3% | +$7.12K | 2% | 15 |
|
|
2023
Q1 | $2.17M | Buy |
12,185
+677
| +6% | +$121K | 1.88% | 15 |
|
|
2022
Q4 | $2.01M | Buy |
11,508
+3,733
| +48% | +$651K | 1.78% | 15 |
|
|
2022
Q3 | $1.28M | Buy |
+7,775
| New | +$1.28M | 1.13% | 25 |
|
|
2021
Q3 | – | Sell |
-1,275
| Closed | -$292K | – | 118 |
|
|
2021
Q2 | $292K | Buy |
+1,275
| New | +$292K | 0.21% | 101 |
|