QPWM
Quadrant Private 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 | $356K | Sell |
1,648
-15
| -0.9% | -$3.24K | 0.07% | 177 |
|
|
2025
Q1 | $332K | Hold |
1,663
| – | – | 0.08% | 174 |
|
|
2024
Q4 | $367K | Hold |
1,663
| – | – | 0.09% | 178 |
|
|
2024
Q3 | $367K | Sell |
1,663
-649
| -28% | -$143K | 0.09% | 170 |
|
|
2024
Q2 | $469K | Sell |
2,312
-89
| -4% | -$18.1K | 0.11% | 153 |
|
|
2024
Q1 | $505K | Buy |
2,401
+329
| +16% | +$69.2K | 0.13% | 138 |
|
|
2023
Q4 | $416K | Buy |
+2,072
| New | +$416K | 0.12% | 148 |
|
|
2023
Q3 | – | Sell |
-1,968
| Closed | -$369K | – | 232 |
|
|
2023
Q2 | $369K | Hold |
1,968
| – | – | 0.11% | 158 |
|
|
2023
Q1 | $351K | Hold |
1,968
| – | – | 0.11% | 160 |
|
|
2022
Q4 | $343K | Buy |
+1,968
| New | +$343K | 0.12% | 155 |
|
|
2022
Q2 | $299K | Buy |
+1,768
| New | +$299K | 0.12% | 148 |
|