SWM
StoneCrest 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 | – | Sell |
-2,053
| Closed | -$410K | – | 72 |
|
|
2025
Q1 | $410K | Hold |
2,053
| – | – | 0.26% | 57 |
|
|
2024
Q4 | $454K | Hold |
2,053
| – | – | 0.3% | 50 |
|
|
2024
Q3 | $453K | Hold |
2,053
| – | – | 0.33% | 48 |
|
|
2024
Q2 | $417K | Sell |
2,053
-249
| -11% | -$50.5K | 0.32% | 45 |
|
|
2024
Q1 | $484K | Hold |
2,302
| – | – | 0.42% | 40 |
|
|
2023
Q4 | $462K | Buy |
+2,302
| New | +$462K | 0.44% | 41 |
|