SWA
Strata Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,642
| Closed | -$363K | – | 73 |
|
|
2024
Q4 | $363K | Buy |
1,642
+400
| +32% | +$88.4K | 0.11% | 59 |
|
|
2024
Q3 | $274K | Buy |
1,242
+25
| +2% | +$5.52K | 0.09% | 62 |
|
|
2024
Q2 | $247K | Sell |
1,217
-353
| -22% | -$71.6K | 0.09% | 66 |
|
|
2024
Q1 | $330K | Buy |
1,570
+166
| +12% | +$34.9K | 0.12% | 57 |
|
|
2023
Q4 | $282K | Hold |
1,404
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $248K | Buy |
+1,404
| New | +$248K | 0.12% | 48 |
|
|
2023
Q1 | $229K | Buy |
+1,286
| New | +$229K | 0.12% | 49 |
|