UW
Unique Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Buy |
29,731
+3,114
| +12% | +$672K | 1.04% | 22 |
|
|
2025
Q1 | $5.31M | Buy |
26,617
+4,493
| +20% | +$896K | 1% | 25 |
|
|
2024
Q4 | $4.89M | Buy |
22,124
+4,826
| +28% | +$1.07M | 1.02% | 23 |
|
|
2024
Q3 | $3.82M | Buy |
17,298
+4,317
| +33% | +$954K | 0.87% | 24 |
|
|
2024
Q2 | $2.63M | Buy |
12,981
+1,454
| +13% | +$295K | 0.69% | 30 |
|
|
2024
Q1 | $2.42M | Buy |
11,527
+568
| +5% | +$119K | 0.68% | 26 |
|
|
2023
Q4 | $2.2M | Buy |
10,959
+7,067
| +182% | +$1.42M | 0.71% | 22 |
|
|
2023
Q3 | $688K | Buy |
+3,892
| New | +$688K | 0.29% | 39 |
|