Princeton Global Asset 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 | $427K | Buy |
1,979
+602
| +44% | +$130K | 0.08% | 134 |
|
|
2025
Q1 | $275K | Sell |
1,377
-67
| -5% | -$13.4K | 0.05% | 161 |
|
|
2024
Q4 | $319K | Sell |
1,444
-52
| -3% | -$11.5K | 0.06% | 156 |
|
|
2024
Q3 | $330K | Buy |
1,496
+799
| +115% | +$176K | 0.06% | 153 |
|
|
2024
Q2 | $141K | Buy |
697
+407
| +140% | +$82.6K | 0.03% | 194 |
|
|
2024
Q1 | $61K | Hold |
290
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $58.2K | Sell |
290
-35
| -11% | -$7.03K | 0.01% | 245 |
|
|
2023
Q3 | $57.4K | Buy |
325
+35
| +12% | +$6.19K | 0.02% | 235 |
|
|
2023
Q2 | $54.3K | Hold |
290
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $51.7K | Buy |
+290
| New | +$51.7K | 0.01% | 260 |
|
|
2020
Q1 | – | Sell |
-4,975
| Closed | -$824 | – | 528 |
|
|
2019
Q4 | $824 | Buy |
+4,975
| New | +$824 | 0.33% | 79 |
|