WDG
Wealth Dimensions Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
4,444
+4
| +0.1% | +$863 | 0.21% | 65 |
|
|
2025
Q1 | $886K | Hold |
4,440
| – | – | 0.21% | 62 |
|
|
2024
Q4 | $981K | Buy |
4,440
+1,066
| +32% | +$236K | 0.24% | 54 |
|
|
2024
Q3 | $745K | Buy |
3,374
+1
| +0% | +$221 | 0.19% | 65 |
|
|
2024
Q2 | $684K | Buy |
3,373
+5
| +0.1% | +$1.01K | 0.2% | 65 |
|
|
2024
Q1 | $708K | Hold |
3,368
| – | – | 0.21% | 63 |
|
|
2023
Q4 | $676K | Buy |
3,368
+2
| +0.1% | +$401 | 0.21% | 60 |
|
|
2023
Q3 | $595K | Buy |
3,366
+234
| +7% | +$41.4K | 0.22% | 66 |
|
|
2023
Q2 | $586K | Buy |
3,132
+1
| +0% | +$187 | 0.21% | 65 |
|
|
2023
Q1 | $559K | Buy |
3,131
+44
| +1% | +$7.85K | 0.22% | 65 |
|
|
2022
Q4 | $538K | Buy |
3,087
+275
| +10% | +$48K | 0.22% | 62 |
|
|
2022
Q3 | $464K | Hold |
2,812
| – | – | 0.23% | 58 |
|
|
2022
Q2 | $476K | Sell |
2,812
-37
| -1% | -$6.26K | 0.23% | 64 |
|
|
2022
Q1 | $585K | Buy |
2,849
+1
| +0% | +$205 | 0.27% | 61 |
|
|
2021
Q4 | $634K | Hold |
2,848
| – | – | 0.31% | 53 |
|
|
2021
Q3 | $623K | Buy |
2,848
+106
| +4% | +$23.2K | 0.4% | 49 |
|
|
2021
Q2 | $629K | Buy |
2,742
+22
| +0.8% | +$5.05K | 0.43% | 46 |
|
|
2021
Q1 | $601K | Buy |
2,720
+103
| +4% | +$22.8K | 0.47% | 42 |
|
|
2020
Q4 | $513K | Buy |
+2,617
| New | +$513K | 0.44% | 44 |
|