SWRP
Summit Wealth & Retirement Planning’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Sell |
23,608
-3,007
| -11% | -$649K | 1.37% | 16 |
|
|
2025
Q1 | $5.31M | Sell |
26,615
-9
| -0% | -$1.8K | 1.63% | 14 |
|
|
2024
Q4 | $5.88M | Sell |
26,624
-75
| -0.3% | -$16.6K | 1.82% | 14 |
|
|
2024
Q3 | $5.9M | Sell |
26,699
-1,199
| -4% | -$265K | 1.88% | 14 |
|
|
2024
Q2 | $5.66M | Sell |
27,898
-196
| -0.7% | -$39.8K | 1.93% | 13 |
|
|
2024
Q1 | $5.91M | Sell |
28,094
-140
| -0.5% | -$29.4K | 2.11% | 13 |
|
|
2023
Q4 | $5.67M | Sell |
28,234
-1,122
| -4% | -$225K | 2.39% | 13 |
|
|
2023
Q3 | $5.19M | Buy |
29,356
+504
| +2% | +$89.1K | 2.09% | 14 |
|
|
2023
Q2 | $5.4M | Sell |
28,852
-986
| -3% | -$185K | 2.13% | 15 |
|
|
2023
Q1 | $5.32M | Buy |
29,838
+3,573
| +14% | +$637K | 1.99% | 15 |
|
|
2022
Q4 | $4.58M | Buy |
26,265
+4,949
| +23% | +$863K | 1.86% | 15 |
|
|
2022
Q3 | $3.52M | Sell |
21,316
-5,792
| -21% | -$955K | 1.4% | 18 |
|
|
2022
Q2 | $4.59M | Buy |
27,108
+2,993
| +12% | +$507K | 1.76% | 15 |
|
|
2022
Q1 | $4.95M | Buy |
24,115
+5,620
| +30% | +$1.15M | 1.75% | 15 |
|
|
2021
Q4 | $4.11M | Sell |
18,495
-868
| -4% | -$193K | 1.41% | 18 |
|
|
2021
Q3 | $4.24M | Buy |
19,363
+2,000
| +12% | +$438K | 1.55% | 17 |
|
|
2021
Q2 | $3.98M | Sell |
17,363
-581
| -3% | -$133K | 1.47% | 19 |
|
|
2021
Q1 | $3.97M | Sell |
17,944
-631
| -3% | -$139K | 1.47% | 18 |
|
|
2020
Q4 | $3.64M | Sell |
18,575
-813
| -4% | -$159K | 1.38% | 18 |
|
|
2020
Q3 | $2.9M | Sell |
19,388
-678
| -3% | -$102K | 1.25% | 19 |
|
|
2020
Q2 | $2.87M | Buy |
20,066
+2,805
| +16% | +$402K | 1.35% | 20 |
|
|
2020
Q1 | $1.98M | Buy |
17,261
+14,615
| +552% | +$1.67M | 1.06% | 27 |
|
|
2019
Q4 | $438K | Sell |
2,646
-13
| -0.5% | -$2.15K | 0.2% | 90 |
|
|
2019
Q3 | $402K | Buy |
2,659
+76
| +3% | +$11.5K | 0.24% | 82 |
|
|
2019
Q2 | $402K | Sell |
2,583
-611
| -19% | -$95.1K | 0.24% | 86 |
|
|
2019
Q1 | $489K | Buy |
3,194
+3
| +0.1% | +$459 | 0.29% | 80 |
|
|
2018
Q4 | $427K | Buy |
+3,191
| New | +$427K | 0.32% | 68 |
|