SWM
Shakespeare Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
5,735
+543
| +10% | +$155K | 0.44% | 27 |
|
|
2025
Q1 | $1.33M | Sell |
5,192
-214
| -4% | -$54.7K | 0.36% | 34 |
|
|
2024
Q4 | $1.56M | Sell |
5,406
-388
| -7% | -$112K | 0.42% | 29 |
|
|
2024
Q3 | $1.65M | Sell |
5,794
-51
| -0.9% | -$14.5K | 0.43% | 26 |
|
|
2024
Q2 | $1.53M | Buy |
5,845
+220
| +4% | +$57.8K | 0.44% | 26 |
|
|
2024
Q1 | $1.52M | Sell |
5,625
-162
| -3% | -$43.9K | 0.44% | 28 |
|
|
2023
Q4 | $1.46M | Sell |
5,787
-281
| -5% | -$70.9K | 0.45% | 28 |
|
|
2023
Q3 | $1.36M | Sell |
6,068
-79
| -1% | -$17.7K | 0.48% | 26 |
|
|
2023
Q2 | $1.49M | Sell |
6,147
-187
| -3% | -$45.4K | 0.51% | 24 |
|
|
2023
Q1 | $1.44M | Sell |
6,334
-369
| -6% | -$83.7K | 0.51% | 25 |
|
|
2022
Q4 | $1.44M | Sell |
6,703
-1,066
| -14% | -$229K | 0.53% | 25 |
|
|
2022
Q3 | $1.61M | Sell |
7,769
-517
| -6% | -$107K | 0.68% | 24 |
|
|
2022
Q2 | $1.73M | Buy |
8,286
+1,099
| +15% | +$229K | 0.7% | 24 |
|
|
2022
Q1 | $1.88M | Buy |
7,187
+710
| +11% | +$185K | 0.68% | 24 |
|
|
2021
Q4 | $1.9M | Buy |
6,477
+558
| +9% | +$164K | 0.68% | 24 |
|
|
2021
Q3 | $1.76M | Sell |
5,919
-78
| -1% | -$23.2K | 0.68% | 25 |
|
|
2021
Q2 | $1.82M | Sell |
5,997
-300
| -5% | -$90.9K | 0.7% | 25 |
|
|
2021
Q1 | $1.89M | Sell |
6,297
-361
| -5% | -$109K | 0.78% | 22 |
|
|
2020
Q4 | $1.91M | Sell |
6,658
-424
| -6% | -$122K | 0.83% | 21 |
|
|
2020
Q3 | $1.57M | Sell |
7,082
-226
| -3% | -$50.1K | 0.83% | 22 |
|
|
2020
Q2 | $1.51M | Buy |
+7,308
| New | +$1.51M | 0.88% | 21 |
|