PWM
Power 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 | $1.04M | Sell |
4,801
-172
| -3% | -$37.1K | 0.4% | 44 |
|
|
2025
Q1 | $992K | Sell |
4,973
-882
| -15% | -$176K | 0.4% | 46 |
|
|
2024
Q4 | $1.29M | Sell |
5,855
-196
| -3% | -$43.3K | 0.54% | 39 |
|
|
2024
Q3 | $1.34M | Sell |
6,051
-638
| -10% | -$141K | 0.57% | 39 |
|
|
2024
Q2 | $1.36M | Sell |
6,689
-1,154
| -15% | -$234K | 0.65% | 32 |
|
|
2024
Q1 | $1.65M | Sell |
7,843
-1,139
| -13% | -$240K | 1.03% | 24 |
|
|
2023
Q4 | $1.8M | Buy |
+8,982
| New | +$1.8M | 1.25% | 20 |
|