RLWM
RF&L 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 | $894K | Buy |
4,141
+30
| +0.7% | +$6.47K | 0.58% | 35 |
|
|
2025
Q1 | $820K | Sell |
4,111
-45
| -1% | -$8.98K | 0.59% | 34 |
|
|
2024
Q4 | $918K | Hold |
4,156
| – | – | 0.65% | 32 |
|
|
2024
Q3 | $918K | Sell |
4,156
-82
| -2% | -$18.1K | 0.65% | 33 |
|
|
2024
Q2 | $860K | Hold |
4,238
| – | – | 0.65% | 31 |
|
|
2024
Q1 | $891K | Sell |
4,238
-138
| -3% | -$29K | 0.69% | 31 |
|
|
2023
Q4 | $878K | Sell |
4,376
-30
| -0.7% | -$6.02K | 0.73% | 29 |
|
|
2023
Q3 | $779K | Sell |
4,406
-54
| -1% | -$9.55K | 0.72% | 30 |
|
|
2023
Q2 | $835K | Sell |
4,460
-29
| -0.6% | -$5.43K | 0.76% | 30 |
|
|
2023
Q1 | $801K | Sell |
4,489
-119
| -3% | -$21.2K | 0.78% | 30 |
|
|
2022
Q4 | $803K | Buy |
+4,608
| New | +$803K | 0.83% | 30 |
|