SWA
Sax 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
Q2 | $474K | Sell |
2,196
-519
| -19% | -$112K | 0.03% | 265 |
|
|
2025
Q1 | $542K | Buy |
2,715
+332
| +14% | +$66.2K | 0.04% | 206 |
|
|
2024
Q4 | $526K | Sell |
2,383
-71
| -3% | -$15.7K | 0.04% | 189 |
|
|
2024
Q3 | $542K | Buy |
2,454
+828
| +51% | +$183K | 0.05% | 146 |
|
|
2024
Q2 | $330K | Buy |
1,626
+192
| +13% | +$39K | 0.03% | 196 |
|
|
2024
Q1 | $302K | Buy |
1,434
+17
| +1% | +$3.58K | 0.04% | 147 |
|
|
2023
Q4 | $284K | Buy |
1,417
+5
| +0.4% | +$1K | 0.05% | 152 |
|
|
2023
Q3 | $250K | Buy |
+1,412
| New | +$250K | 0.05% | 153 |
|
|
2023
Q1 | – | Sell |
-1,155
| Closed | -$201K | – | 181 |
|
|
2022
Q4 | $201K | Buy |
+1,155
| New | +$201K | 0.05% | 160 |
|
|
2021
Q2 | – | Sell |
-5,105
| Closed | -$1.13M | – | 160 |
|
|
2021
Q1 | $1.13M | Buy |
+5,105
| New | +$1.13M | 0.41% | 50 |
|