XWM
Xcel Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
1,606
-12
| -0.7% | -$2.59K | 0.1% | 108 |
|
|
2025
Q1 | $323K | Sell |
1,618
-9
| -0.6% | -$1.8K | 0.1% | 110 |
|
|
2024
Q4 | $360K | Buy |
1,627
+49
| +3% | +$10.8K | 0.1% | 102 |
|
|
2024
Q3 | $349K | Sell |
1,578
-80
| -5% | -$17.7K | 0.1% | 100 |
|
|
2024
Q2 | $336K | Buy |
1,658
+50
| +3% | +$10.1K | 0.11% | 92 |
|
|
2024
Q1 | $338K | Buy |
+1,608
| New | +$338K | 0.11% | 95 |
|