WFAG
Wescott Financial Advisory 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 | $484K | Buy |
2,245
+215
| +11% | +$46.4K | 0.05% | 119 |
|
|
2025
Q1 | $405K | Buy |
2,030
+545
| +37% | +$109K | 0.04% | 122 |
|
|
2024
Q4 | $328K | Buy |
1,485
+3
| +0.2% | +$663 | 0.03% | 135 |
|
|
2024
Q3 | $327K | Sell |
1,482
-130
| -8% | -$28.7K | 0.04% | 141 |
|
|
2024
Q2 | $327K | Buy |
1,612
+3
| +0.2% | +$609 | 0.04% | 138 |
|
|
2024
Q1 | $338K | Sell |
1,609
-136
| -8% | -$28.6K | 0.04% | 127 |
|
|
2023
Q4 | $350K | Sell |
1,745
-73
| -4% | -$14.7K | 0.05% | 126 |
|
|
2023
Q3 | $321K | Hold |
1,818
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $341K | Buy |
1,818
+3
| +0.2% | +$562 | 0.06% | 123 |
|
|
2023
Q1 | $324K | Sell |
1,815
-62
| -3% | -$11.1K | 0.07% | 124 |
|
|
2022
Q4 | $327K | Sell |
1,877
-286
| -13% | -$49.9K | 0.07% | 117 |
|
|
2022
Q3 | $357K | Buy |
2,163
+709
| +49% | +$117K | 0.1% | 101 |
|
|
2022
Q2 | $246K | Sell |
1,454
-198
| -12% | -$33.5K | 0.07% | 115 |
|
|
2022
Q1 | $339K | Buy |
1,652
+749
| +83% | +$154K | 0.09% | 100 |
|
|
2021
Q4 | $201K | Buy |
+903
| New | +$201K | 0.1% | 68 |
|