PS
Planned Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
6,201
-796
| -11% | -$172K | 0.51% | 27 |
|
|
2025
Q1 | $1.4M | Buy |
6,997
+9
| +0.1% | +$1.8K | 0.57% | 24 |
|
|
2024
Q4 | $1.54M | Sell |
6,988
-11
| -0.2% | -$2.43K | 0.62% | 25 |
|
|
2024
Q3 | $1.55M | Buy |
6,999
+20
| +0.3% | +$4.42K | 0.62% | 20 |
|
|
2024
Q2 | $1.42M | Buy |
6,979
+17
| +0.2% | +$3.45K | 0.69% | 21 |
|
|
2024
Q1 | $1.46M | Buy |
6,962
+15
| +0.2% | +$3.16K | 0.72% | 20 |
|
|
2023
Q4 | $1.39M | Buy |
6,947
+79
| +1% | +$15.9K | 0.65% | 20 |
|
|
2023
Q3 | $1.21M | Hold |
6,868
| – | – | 0.73% | 19 |
|
|
2023
Q2 | $1.29M | Buy |
6,868
+16
| +0.2% | +$3K | 0.76% | 19 |
|
|
2023
Q1 | $1.22M | Buy |
6,852
+21
| +0.3% | +$3.75K | 0.77% | 19 |
|
|
2022
Q4 | $1.19M | Buy |
6,831
+57
| +0.8% | +$9.94K | 0.87% | 21 |
|
|
2022
Q3 | $1.12M | Hold |
6,774
| – | – | 0.93% | 20 |
|
|
2022
Q2 | $1.15M | Buy |
6,774
+18
| +0.3% | +$3.05K | 1.07% | 17 |
|
|
2022
Q1 | $1.39M | Buy |
6,756
+11
| +0.2% | +$2.26K | 0.97% | 16 |
|
|
2021
Q4 | $1.5M | Buy |
+6,745
| New | +$1.5M | 1% | 14 |
|
|
2021
Q2 | $1.54M | Buy |
6,710
+465
| +7% | +$107K | 1.06% | 14 |
|
|
2021
Q1 | $1.38M | Buy |
6,245
+338
| +6% | +$74.7K | 1.08% | 14 |
|
|
2020
Q4 | $1.16M | Buy |
5,907
+17
| +0.3% | +$3.33K | 0.93% | 13 |
|
|
2020
Q3 | $882K | Buy |
+5,890
| New | +$882K | 0.86% | 13 |
|