RWA
Redmont Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $419K | Hold |
2,100
| – | – | 0.82% | 29 |
|
|
2024
Q4 | $464K | Buy |
2,100
+12
| +0.6% | +$2.65K | 0.8% | 37 |
|
|
2024
Q3 | $461K | Buy |
2,088
+67
| +3% | +$14.8K | 0.71% | 44 |
|
|
2024
Q2 | $410K | Buy |
2,021
+197
| +11% | +$40K | 0.64% | 46 |
|
|
2024
Q1 | $384K | Sell |
1,824
-1,259
| -41% | -$265K | 0.53% | 50 |
|
|
2023
Q4 | $619K | Buy |
+3,083
| New | +$619K | 0.9% | 38 |
|
|
2023
Q1 | – | Sell |
-15,610
| Closed | -$2.72M | – | 92 |
|
|
2022
Q4 | $2.72M | Sell |
15,610
-3,034
| -16% | -$529K | 3.19% | 5 |
|
|
2022
Q3 | $3.08M | Sell |
18,644
-4,900
| -21% | -$808K | 4% | 5 |
|
|
2022
Q2 | $3.99M | Sell |
23,544
-19
| -0.1% | -$3.22K | 4.83% | 4 |
|
|
2022
Q1 | $4.84M | Sell |
23,563
-981
| -4% | -$201K | 5.15% | 3 |
|
|
2021
Q4 | $5.46M | Buy |
+24,544
| New | +$5.46M | 5.84% | 3 |
|