VWA
Valued 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 | $4.75K | Sell |
22
-587
| -96% | -$127K | ﹤0.01% | 290 |
|
|
2025
Q1 | $121K | Sell |
609
-7
| -1% | -$1.4K | 0.07% | 50 |
|
|
2024
Q4 | $136K | Buy |
616
+598
| +3,322% | +$132K | 0.09% | 47 |
|
|
2024
Q3 | $3.98K | Hold |
18
| – | – | ﹤0.01% | 308 |
|
|
2024
Q2 | $3.65K | Buy |
+18
| New | +$3.65K | ﹤0.01% | 303 |
|