RDWM
Red Door 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 | $693K | Buy |
3,212
+1,271
| +65% | +$274K | 0.08% | 130 |
|
|
2025
Q1 | $387K | Hold |
1,941
| – | – | 0.06% | 169 |
|
|
2024
Q4 | $429K | Buy |
1,941
+971
| +100% | +$215K | 0.07% | 151 |
|
|
2024
Q3 | $214K | Sell |
970
-152
| -14% | -$33.6K | 0.04% | 202 |
|
|
2024
Q2 | $228K | Buy |
+1,122
| New | +$228K | 0.04% | 179 |
|
|
2024
Q1 | – | Sell |
-1,027
| Closed | -$206K | – | 204 |
|
|
2023
Q4 | $206K | Buy |
+1,027
| New | +$206K | 0.04% | 187 |
|
|
2023
Q1 | – | Sell |
-1,434
| Closed | -$250K | – | 147 |
|
|
2022
Q4 | $250K | Buy |
+1,434
| New | +$250K | 0.08% | 126 |
|
|
2022
Q2 | – | Sell |
-1,113
| Closed | -$228K | – | 140 |
|
|
2022
Q1 | $228K | Sell |
1,113
-2,058
| -65% | -$422K | 0.08% | 126 |
|
|
2021
Q4 | $705K | Buy |
3,171
+441
| +16% | +$98K | 0.23% | 79 |
|
|
2021
Q3 | $597K | Buy |
2,730
+39
| +1% | +$8.53K | 0.23% | 84 |
|
|
2021
Q2 | $617K | Buy |
+2,691
| New | +$617K | 0.24% | 77 |
|
|
2020
Q3 | – | Sell |
-743
| Closed | -$106K | – | 256 |
|
|
2020
Q2 | $106K | Sell |
743
-499
| -40% | -$71.2K | 0.08% | 134 |
|
|
2020
Q1 | $142K | Buy |
1,242
+1,208
| +3,553% | +$138K | 0.13% | 101 |
|
|
2019
Q4 | $207K | Buy |
+34
| New | +$207K | 0.18% | 101 |
|