SWM
SFG 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 | $415K | Sell |
1,923
-115
| -6% | -$24.8K | 0.25% | 53 |
|
|
2025
Q1 | $407K | Buy |
2,038
+45
| +2% | +$8.98K | 0.2% | 84 |
|
|
2024
Q4 | $440K | Buy |
1,993
+96
| +5% | +$21.2K | 0.23% | 62 |
|
|
2024
Q3 | $419K | Sell |
1,897
-271
| -13% | -$59.9K | 0.22% | 62 |
|
|
2024
Q2 | $440K | Sell |
2,168
-93
| -4% | -$18.9K | 0.25% | 57 |
|
|
2024
Q1 | $476K | Sell |
2,261
-205
| -8% | -$43.1K | 0.28% | 52 |
|
|
2023
Q4 | $495K | Buy |
2,466
+239
| +11% | +$48K | 0.33% | 47 |
|
|
2023
Q3 | $394K | Sell |
2,227
-36
| -2% | -$6.36K | 0.31% | 54 |
|
|
2023
Q2 | $424K | Sell |
2,263
-176
| -7% | -$33K | 0.36% | 52 |
|
|
2023
Q1 | $435K | Sell |
2,439
-199
| -8% | -$35.5K | 0.48% | 39 |
|
|
2022
Q4 | $460K | Sell |
2,638
-39
| -1% | -$6.8K | 0.57% | 34 |
|
|
2022
Q3 | $441K | Sell |
2,677
-66
| -2% | -$10.9K | 0.6% | 37 |
|
|
2022
Q2 | $465K | Buy |
2,743
+115
| +4% | +$19.5K | 0.54% | 42 |
|
|
2022
Q1 | $540K | Sell |
2,628
-140
| -5% | -$28.8K | 0.51% | 45 |
|
|
2021
Q4 | $616K | Buy |
+2,768
| New | +$616K | 0.55% | 47 |
|