Ownership history in C2C Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which C2C Wealth Management, LLC reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 20,502 | -1,869 | -8.4% | 4.25% | $5.0M | $245.72 |
| 2025 Q3 | REDUCED | 22,371 | -40 | -0.2% | 4.65% | $5.4M | $240.72 |
| 2025 Q2 | REDUCED | 22,411 | -389 | -1.7% | 4.38% | $4.8M | $214.08 |
| 2025 Q1 | ADDED | 22,800 | +61 | +0.3% | 4.27% | $4.5M | $197.36 |
| 2024 Q4 | UNCHANGED | 22,739 | — | 0% | 4.66% | $5.0M | $218.11 |
| 2024 Q3 | ADDED | 22,739 | +205 | +0.9% | 4.61% | $5.0M | $217.40 |
| 2024 Q2 | REDUCED | 22,534 | -125 | -0.6% | 4.47% | $4.6M | $199.01 |
| 2024 Q1 | REDUCED | 22,659 | -526 | -2.3% | 4.73% | $4.8M | $205.70 |
| 2023 Q4 | REDUCED | 23,185 | -282 | -1.2% | 4.01% | $4.7M | $195.82 |
| 2023 Q3 | ADDED | 23,467 | +50 | +0.2% | 0.58% | $4.1M | $171.81 |
As of 2025 Q4 — sorted by position size