WAG
Windsor 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 | $152K | Sell |
703
-680
| -49% | -$147K | 0.22% | 39 |
|
|
2025
Q1 | $276K | Sell |
1,383
-18
| -1% | -$3.59K | 0.36% | 34 |
|
|
2024
Q4 | $310K | Buy |
1,401
+19
| +1% | +$4.2K | 0.36% | 42 |
|
|
2024
Q3 | $305K | Hold |
1,382
| – | – | 0.34% | 47 |
|
|
2024
Q2 | $280K | Hold |
1,382
| – | – | 0.56% | 30 |
|
|
2024
Q1 | $291K | Hold |
1,382
| – | – | 0.82% | 29 |
|
|
2023
Q4 | $277K | Hold |
1,382
| – | – | 0.83% | 32 |
|
|
2023
Q3 | $244K | Buy |
1,382
+11
| +0.8% | +$1.94K | 0.58% | 38 |
|
|
2023
Q2 | $257K | Sell |
1,371
-189
| -12% | -$35.4K | 0.63% | 34 |
|
|
2023
Q1 | $278K | Sell |
1,560
-404
| -21% | -$72.1K | 0.67% | 33 |
|
|
2022
Q4 | $342K | Buy |
+1,964
| New | +$342K | 0.91% | 32 |
|