RPWA
Regent Peak 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 | $1.54M | Sell |
7,737
-2,407
| -24% | -$480K | 0.36% | 38 |
|
|
2024
Q4 | $2.24M | Sell |
10,144
-390
| -4% | -$86.2K | 0.5% | 27 |
|
|
2024
Q3 | $2.33M | Buy |
10,534
+438
| +4% | +$96.8K | 0.53% | 42 |
|
|
2024
Q2 | $2.05M | Sell |
10,096
-9,317
| -48% | -$1.89M | 0.47% | 50 |
|
|
2024
Q1 | $4.08M | Sell |
19,413
-170
| -0.9% | -$35.8K | 1.04% | 21 |
|
|
2023
Q4 | $3.93M | Sell |
19,583
-119
| -0.6% | -$23.9K | 1.07% | 20 |
|
|
2023
Q3 | $3.48M | Sell |
19,702
-274
| -1% | -$48.4K | 1.06% | 19 |
|
|
2023
Q2 | $3.74M | Sell |
19,976
-1,520
| -7% | -$285K | 1.09% | 19 |
|
|
2023
Q1 | $3.83M | Sell |
21,496
-1,044
| -5% | -$186K | 1.19% | 18 |
|
|
2022
Q4 | $3.93M | Buy |
22,540
+241
| +1% | +$42K | 1.29% | 17 |
|
|
2022
Q3 | $3.68M | Sell |
22,299
-315
| -1% | -$51.9K | 1.29% | 17 |
|
|
2022
Q2 | $3.83M | Buy |
22,614
+20,357
| +902% | +$3.45M | 1.25% | 17 |
|
|
2022
Q1 | $463K | Hold |
2,257
| – | – | 0.13% | 91 |
|
|
2021
Q4 | $502K | Hold |
2,257
| – | – | 0.14% | 92 |
|
|
2021
Q3 | $494K | Buy |
2,257
+326
| +17% | +$71.4K | 0.14% | 93 |
|
|
2021
Q2 | $427K | Hold |
1,931
| – | – | 0.12% | 103 |
|
|
2021
Q1 | $426K | Buy |
1,931
+84
| +5% | +$18.5K | 0.14% | 93 |
|
|
2020
Q4 | $362K | Hold |
1,847
| – | – | 0.12% | 98 |
|
|
2020
Q3 | $277K | Hold |
1,847
| – | – | 0.12% | 101 |
|
|
2020
Q2 | $264K | Buy |
1,847
+75
| +4% | +$10.7K | 0.12% | 99 |
|
|
2020
Q1 | $202K | Buy |
1,772
+12
| +0.7% | +$1.37K | 0.11% | 106 |
|
|
2019
Q4 | $291K | Buy |
+1,760
| New | +$291K | 0.13% | 98 |
|