RWP
RWA Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
6,570
+370
| +6% | +$79.8K | 0.02% | 285 |
|
|
2025
Q1 | $1.24M | Buy |
6,200
+963
| +18% | +$192K | 0.02% | 290 |
|
|
2024
Q4 | $1.16M | Sell |
5,237
-162
| -3% | -$35.8K | 0.01% | 299 |
|
|
2024
Q3 | $1.19M | Sell |
5,399
-153
| -3% | -$33.8K | 0.01% | 300 |
|
|
2024
Q2 | $1.13M | Sell |
5,552
-623
| -10% | -$126K | 0.01% | 284 |
|
|
2024
Q1 | $1.3M | Buy |
6,175
+1,135
| +23% | +$239K | 0.02% | 276 |
|
|
2023
Q4 | $1.01M | Buy |
5,040
+2,113
| +72% | +$424K | 0.01% | 289 |
|
|
2023
Q3 | $517K | Buy |
2,927
+211
| +8% | +$37.3K | 0.01% | 260 |
|
|
2023
Q2 | $509K | Buy |
2,716
+655
| +32% | +$123K | 0.01% | 227 |
|
|
2023
Q1 | $368K | Sell |
2,061
-59
| -3% | -$10.5K | 0.01% | 194 |
|
|
2022
Q4 | $387K | Sell |
2,120
-141
| -6% | -$25.8K | 0.01% | 197 |
|
|
2022
Q3 | $373K | Buy |
2,261
+12
| +0.5% | +$1.98K | 0.03% | 181 |
|
|
2022
Q2 | $381K | Buy |
2,249
+166
| +8% | +$28.1K | 0.03% | 176 |
|
|
2022
Q1 | $428K | Sell |
2,083
-276
| -12% | -$56.7K | 0.03% | 176 |
|
|
2021
Q4 | $525K | Buy |
2,359
+101
| +4% | +$22.5K | 0.04% | 167 |
|
|
2021
Q3 | $494K | Sell |
2,258
-19
| -0.8% | -$4.16K | 0.04% | 166 |
|
|
2021
Q2 | $522K | Buy |
2,277
+905
| +66% | +$207K | 0.04% | 162 |
|
|
2021
Q1 | $303K | Buy |
1,372
+39
| +3% | +$8.61K | 0.02% | 198 |
|
|
2020
Q4 | $261K | Buy |
+1,333
| New | +$261K | 0.02% | 204 |
|
|
2020
Q3 | – | Sell |
-2,010
| Closed | -$288K | – | 223 |
|
|
2020
Q2 | $288K | Buy |
+2,010
| New | +$288K | 0.04% | 175 |
|
|
2020
Q1 | – | Sell |
-12,561
| Closed | -$2.08M | – | 227 |
|
|
2019
Q4 | $2.08M | Sell |
12,561
-5,778
| -32% | -$957K | 0.21% | 89 |
|
|
2019
Q3 | $2.78M | Buy |
18,339
+16,826
| +1,112% | +$2.55M | 0.29% | 77 |
|
|
2019
Q2 | $235K | Buy |
1,513
+115
| +8% | +$17.9K | 0.03% | 204 |
|
|
2019
Q1 | $214K | Sell |
1,398
-348
| -20% | -$53.3K | 0.02% | 214 |
|
|
2018
Q4 | $234K | Sell |
1,746
-218
| -11% | -$29.2K | 0.03% | 199 |
|
|
2018
Q3 | $331K | Buy |
1,964
+168
| +9% | +$28.3K | 0.04% | 176 |
|
|
2018
Q2 | $294K | Buy |
1,796
+137
| +8% | +$22.4K | 0.03% | 193 |
|
|
2018
Q1 | $252K | Sell |
1,659
-377
| -19% | -$57.3K | 0.03% | 174 |
|
|
2017
Q4 | $310K | Sell |
2,036
-225
| -10% | -$34.3K | 0.03% | 191 |
|
|
2017
Q3 | $335K | Buy |
2,261
+150
| +7% | +$22.2K | 0.04% | 183 |
|
|
2017
Q2 | $297K | Sell |
2,111
-1,732
| -45% | -$244K | 0.04% | 160 |
|
|
2017
Q1 | $528K | Buy |
+3,843
| New | +$528K | 0.07% | 128 |
|