SVWG
Shared Vision Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
2,916
-269
| -8% | -$59K | 0.32% | 44 |
|
|
2025
Q1 | $635K | Hold |
3,185
| – | – | 0.35% | 41 |
|
|
2024
Q4 | $704K | Hold |
3,185
| – | – | 0.37% | 39 |
|
|
2024
Q3 | $704K | Hold |
3,185
| – | – | 0.38% | 38 |
|
|
2024
Q2 | $646K | Buy |
3,185
+262
| +9% | +$53.2K | 0.38% | 38 |
|
|
2024
Q1 | $615K | Hold |
2,923
| – | – | 0.38% | 39 |
|
|
2023
Q4 | $587K | Buy |
+2,923
| New | +$587K | 0.39% | 36 |
|