SWA
Strategies 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
Q2 | $240K | Sell |
1,114
-729
| -40% | -$157K | 0.03% | 164 |
|
|
2025
Q1 | $368K | Sell |
1,843
-4,179
| -69% | -$834K | 0.04% | 124 |
|
|
2024
Q4 | $1.37M | Buy |
6,022
+2,127
| +55% | +$483K | 0.17% | 42 |
|
|
2024
Q3 | $860K | Buy |
3,895
+2,039
| +110% | +$450K | 0.12% | 46 |
|
|
2024
Q2 | $377K | Buy |
1,856
+487
| +36% | +$98.8K | 0.05% | 68 |
|
|
2024
Q1 | $288K | Buy |
1,369
+140
| +11% | +$29.4K | 0.04% | 80 |
|
|
2023
Q4 | $247K | Sell |
1,229
-196
| -14% | -$39.3K | 0.04% | 77 |
|
|
2023
Q3 | $252K | Buy |
1,425
+100
| +8% | +$17.7K | 0.05% | 70 |
|
|
2023
Q2 | $248K | Buy |
1,325
+1
| +0.1% | +$187 | 0.05% | 75 |
|
|
2023
Q1 | $236K | Sell |
1,324
-28
| -2% | -$5K | 0.05% | 72 |
|
|
2022
Q4 | $236K | Buy |
+1,352
| New | +$236K | 0.06% | 70 |
|