SW
SkyOak 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 | $590K | Hold |
2,732
| – | – | 0.12% | 113 |
|
|
2025
Q1 | $545K | Hold |
2,732
| – | – | 0.12% | 114 |
|
|
2024
Q4 | $604K | Buy |
2,732
+358
| +15% | +$79.1K | 0.13% | 103 |
|
|
2024
Q3 | $524K | Hold |
2,374
| – | – | 0.12% | 111 |
|
|
2024
Q2 | $482K | Buy |
2,374
+483
| +26% | +$98K | 0.11% | 118 |
|
|
2024
Q1 | $398K | Buy |
1,891
+113
| +6% | +$23.8K | 0.1% | 146 |
|
|
2023
Q4 | $357K | Buy |
1,778
+17
| +1% | +$3.41K | 0.09% | 151 |
|
|
2023
Q3 | $311K | Hold |
1,761
| – | – | 0.09% | 159 |
|
|
2023
Q2 | $330K | Sell |
1,761
-290
| -14% | -$54.3K | 0.09% | 160 |
|
|
2023
Q1 | $366K | Buy |
2,051
+245
| +14% | +$43.7K | 0.11% | 141 |
|
|
2022
Q4 | $315K | Buy |
+1,806
| New | +$315K | 0.11% | 156 |
|
|
2021
Q3 | – | Sell |
-886
| Closed | -$203K | – | 241 |
|
|
2021
Q2 | $203K | Hold |
886
| – | – | 0.05% | 222 |
|
|
2021
Q1 | $203K | Sell |
886
-1,013
| -53% | -$232K | 0.06% | 221 |
|
|
2020
Q4 | $372K | Sell |
1,899
-1
| -0.1% | -$196 | 0.12% | 145 |
|
|
2020
Q3 | $285K | Sell |
1,900
-205
| -10% | -$30.8K | 0.1% | 159 |
|
|
2020
Q2 | $301K | Buy |
2,105
+117
| +6% | +$16.7K | 0.11% | 180 |
|
|
2020
Q1 | $228K | Sell |
1,988
-1,698
| -46% | -$195K | 0.12% | 184 |
|
|
2019
Q4 | $611K | Buy |
+3,686
| New | +$611K | 0.19% | 125 |
|