SPWM
Straight Path 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 | $244K | Hold |
1,130
| – | – | 0.08% | 100 |
|
|
2025
Q1 | $225K | Hold |
1,130
| – | – | 0.09% | 92 |
|
|
2024
Q4 | $250K | Hold |
1,130
| – | – | 0.1% | 83 |
|
|
2024
Q3 | $250K | Buy |
+1,130
| New | +$250K | 0.11% | 83 |
|
|
2022
Q2 | – | Sell |
-1,097
| Closed | -$225K | – | 76 |
|
|
2022
Q1 | $225K | Sell |
1,097
-14
| -1% | -$2.87K | 0.19% | 59 |
|
|
2021
Q4 | $247K | Buy |
+1,111
| New | +$247K | 0.22% | 63 |
|