SAW
Signal Advisors Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Buy |
+1,053
| New | +$227K | 0.02% | 429 |
|
2025
Q1 | – | Sell |
-2,494
| Closed | -$551K | – | 446 |
|
2024
Q4 | $551K | Buy |
2,494
+627
| +34% | +$139K | 0.06% | 250 |
|
2024
Q3 | $412K | Buy |
+1,867
| New | +$412K | 0.06% | 279 |
|
2024
Q2 | – | Sell |
-2,901
| Closed | -$610K | – | 181 |
|
2024
Q1 | $610K | Buy |
2,901
+309
| +12% | +$65K | 0.15% | 137 |
|
2023
Q4 | $520K | Buy |
+2,592
| New | +$520K | 0.18% | 113 |
|