SWM
Stockman 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 | $650K | Buy |
3,012
+197
| +7% | +$42.5K | 0.09% | 87 |
|
|
2025
Q1 | $562K | Sell |
2,815
-71
| -2% | -$14.2K | 0.08% | 93 |
|
|
2024
Q4 | $638K | Buy |
2,886
+207
| +8% | +$45.7K | 0.1% | 89 |
|
|
2024
Q3 | $592K | Buy |
2,679
+45
| +2% | +$9.94K | 0.09% | 91 |
|
|
2024
Q2 | $534K | Sell |
2,634
-20
| -0.8% | -$4.06K | 0.09% | 99 |
|
|
2024
Q1 | $558K | Buy |
2,654
+31
| +1% | +$6.52K | 0.1% | 94 |
|
|
2023
Q4 | $526K | Buy |
2,623
+30
| +1% | +$6.02K | 0.11% | 95 |
|
|
2023
Q3 | $458K | Buy |
2,593
+1,311
| +102% | +$232K | 0.1% | 105 |
|
|
2023
Q2 | $240K | Sell |
1,282
-97
| -7% | -$18.2K | 0.05% | 171 |
|
|
2023
Q1 | $246K | Buy |
1,379
+136
| +11% | +$24.3K | 0.06% | 179 |
|
|
2022
Q4 | $217K | Buy |
1,243
+24
| +2% | +$4.19K | 0.05% | 178 |
|
|
2022
Q3 | $201K | Buy |
+1,219
| New | +$201K | 0.05% | 173 |
|
|
2022
Q1 | – | Sell |
-1,150
| Closed | -$256K | – | 207 |
|
|
2021
Q4 | $256K | Sell |
1,150
-40
| -3% | -$8.9K | 0.05% | 179 |
|
|
2021
Q3 | $260K | Buy |
+1,190
| New | +$260K | 0.06% | 169 |
|
|
2021
Q2 | – | Sell |
-938
| Closed | -$207K | – | 200 |
|
|
2021
Q1 | $207K | Sell |
938
-169
| -15% | -$37.3K | 0.06% | 176 |
|
|
2020
Q4 | $217K | Buy |
+1,107
| New | +$217K | 0.07% | 168 |
|
|
2018
Q1 | – | Sell |
-4,412
| Closed | -$673K | – | 155 |
|
|
2017
Q4 | $673K | Buy |
+4,412
| New | +$673K | 0.3% | 70 |
|