PCG
Prosperity Consulting 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 | $6.02M | Buy |
27,877
+7,045
| +34% | +$1.52M | 0.44% | 50 |
|
|
2025
Q1 | $4.16M | Sell |
20,832
-2,595
| -11% | -$518K | 0.32% | 75 |
|
|
2024
Q4 | $5.18M | Sell |
23,427
-1,307
| -5% | -$289K | 0.39% | 59 |
|
|
2024
Q3 | $5.46M | Sell |
24,734
-1,209
| -5% | -$267K | 0.43% | 53 |
|
|
2024
Q2 | $5.26M | Sell |
25,943
-3,957
| -13% | -$803K | 0.71% | 34 |
|
|
2024
Q1 | $6.29M | Sell |
29,900
-3,521
| -11% | -$740K | 0.79% | 24 |
|
|
2023
Q4 | $6.71M | Sell |
33,421
-8,430
| -20% | -$1.69M | 2.25% | 8 |
|
|
2023
Q3 | $7.4M | Buy |
41,851
+700
| +2% | +$124K | 3.4% | 4 |
|
|
2023
Q2 | $7.71M | Sell |
41,151
-1,617
| -4% | -$303K | 4.73% | 2 |
|
|
2023
Q1 | $7.63M | Buy |
42,768
+1,756
| +4% | +$313K | 4.82% | 2 |
|
|
2022
Q4 | $7.15M | Buy |
41,012
+13,318
| +48% | +$2.32M | 4.77% | 4 |
|
|
2022
Q3 | $4.57M | Buy |
27,694
+1,326
| +5% | +$219K | 3.75% | 5 |
|
|
2022
Q2 | $4.47M | Buy |
26,368
+1,643
| +7% | +$278K | 3.87% | 4 |
|
|
2022
Q1 | $5.08M | Buy |
24,725
+759
| +3% | +$156K | 3.77% | 6 |
|
|
2021
Q4 | $4.83M | Buy |
+23,966
| New | +$4.83M | 3.62% | 4 |
|