SWM
SilverOak 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 | $11.2M | Buy |
51,967
+820
| +2% | +$177K | 2.1% | 10 |
|
|
2025
Q1 | $10.2M | Buy |
51,147
+178
| +0.3% | +$35.5K | 2.21% | 10 |
|
|
2024
Q4 | $11.3M | Sell |
50,969
-921
| -2% | -$204K | 2.42% | 9 |
|
|
2024
Q3 | $11.5M | Sell |
51,890
-359
| -0.7% | -$79.3K | 2.57% | 9 |
|
|
2024
Q2 | $10.6M | Buy |
52,249
+224
| +0.4% | +$45.4K | 2.55% | 9 |
|
|
2024
Q1 | $10.9M | Sell |
52,025
-2,355
| -4% | -$495K | 2.72% | 9 |
|
|
2023
Q4 | $10.9M | Buy |
+54,380
| New | +$10.9M | 2.95% | 9 |
|