USWIA
UP Strategic Wealth Investment 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 | $423K | Hold |
1,960
| – | – | 0.33% | 50 |
|
|
2025
Q1 | $391K | Hold |
1,960
| – | – | 0.35% | 50 |
|
|
2024
Q4 | $433K | Hold |
1,960
| – | – | 0.43% | 42 |
|
|
2024
Q3 | $433K | Hold |
1,960
| – | – | 0.48% | 39 |
|
|
2024
Q2 | $398K | Hold |
1,960
| – | – | 0.6% | 34 |
|
|
2024
Q1 | $412K | Hold |
1,960
| – | – | 0.67% | 33 |
|
|
2023
Q4 | $393K | Buy |
+1,960
| New | +$393K | 0.72% | 34 |
|