1IA
1834 Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
8,334
-61
| -0.7% | -$13.2K | 0.23% | 87 |
|
|
2025
Q1 | $1.67M | Sell |
8,395
-45
| -0.5% | -$8.98K | 0.22% | 85 |
|
|
2024
Q4 | $1.86M | Sell |
8,440
-78
| -0.9% | -$17.2K | 0.24% | 85 |
|
|
2024
Q3 | $1.88M | Sell |
8,518
-18
| -0.2% | -$3.98K | 0.22% | 89 |
|
|
2024
Q2 | $1.73M | Sell |
8,536
-2
| -0% | -$406 | 0.21% | 90 |
|
|
2024
Q1 | $1.8M | Hold |
8,538
| – | – | 0.21% | 86 |
|
|
2023
Q4 | $1.71M | Sell |
8,538
-8,463
| -50% | -$1.7M | 0.2% | 93 |
|
|
2023
Q3 | $3M | Sell |
17,001
-144
| -0.8% | -$25.5K | 0.37% | 67 |
|
|
2023
Q2 | $3.21M | Sell |
17,145
-7,417
| -30% | -$1.39M | 0.38% | 65 |
|
|
2023
Q1 | $4.38M | Buy |
24,562
+18,133
| +282% | +$3.23M | 0.52% | 56 |
|
|
2022
Q4 | $1.12M | Hold |
6,429
| – | – | 0.16% | 92 |
|
|
2022
Q3 | $1.06M | Hold |
6,429
| – | – | 0.16% | 89 |
|
|
2022
Q2 | $1.09M | Buy |
6,429
+83
| +1% | +$14.1K | 0.15% | 93 |
|
|
2022
Q1 | $1.3M | Sell |
6,346
-83
| -1% | -$17K | 0.16% | 93 |
|
|
2021
Q4 | $1.43M | Sell |
6,429
-50
| -0.8% | -$11.1K | 0.16% | 90 |
|
|
2021
Q3 | $1.42M | Sell |
6,479
-21
| -0.3% | -$4.59K | 0.17% | 89 |
|
|
2021
Q2 | $1.49M | Hold |
6,500
| – | – | 0.18% | 88 |
|
|
2021
Q1 | $1.44M | Sell |
6,500
-477
| -7% | -$105K | 0.19% | 87 |
|
|
2020
Q4 | $1.37M | Sell |
6,977
-504
| -7% | -$98.8K | 0.18% | 82 |
|
|
2020
Q3 | $1.12M | Sell |
7,481
-262
| -3% | -$39.3K | 0.16% | 79 |
|
|
2020
Q2 | $1.11M | Sell |
7,743
-247
| -3% | -$35.4K | 0.18% | 79 |
|
|
2020
Q1 | $915K | Sell |
7,990
-19
| -0.2% | -$2.18K | 0.17% | 85 |
|
|
2019
Q4 | $1.33M | Hold |
8,009
| – | – | 0.2% | 81 |
|
|
2019
Q3 | $1.21M | Sell |
8,009
-721
| -8% | -$109K | 0.18% | 89 |
|
|
2019
Q2 | $1.36M | Buy |
8,730
+356
| +4% | +$55.3K | 0.2% | 81 |
|
|
2019
Q1 | $1.28M | Sell |
8,374
-84
| -1% | -$12.9K | 0.2% | 84 |
|
|
2018
Q4 | $1.13M | Sell |
8,458
-3
| -0% | -$402 | 0.19% | 87 |
|
|
2018
Q3 | $1.43M | Sell |
8,461
-126
| -1% | -$21.2K | 0.21% | 82 |
|
|
2018
Q2 | $1.41M | Hold |
8,587
| – | – | 0.22% | 77 |
|
|
2018
Q1 | $1.3M | Sell |
8,587
-623
| -7% | -$94.6K | 0.22% | 80 |
|
|
2017
Q4 | $1.4M | Buy |
9,210
+406
| +5% | +$61.9K | 0.22% | 90 |
|
|
2017
Q3 | $1.31M | Buy |
8,804
+3
| +0% | +$445 | 0.24% | 82 |
|
|
2017
Q2 | $1.24M | Buy |
8,801
+5
| +0.1% | +$704 | 0.23% | 88 |
|
|
2017
Q1 | $1.21M | Buy |
8,796
+1
| +0% | +$137 | 0.23% | 88 |
|
|
2016
Q4 | $1.19M | Buy |
8,795
+621
| +8% | +$83.7K | 0.24% | 86 |
|
|
2016
Q3 | $1.02M | Hold |
8,174
| – | – | 0.22% | 87 |
|
|
2016
Q2 | $940K | Buy |
8,174
+84
| +1% | +$9.66K | 0.2% | 97 |
|
|
2016
Q1 | $895K | Hold |
8,090
| – | – | 0.2% | 92 |
|
|
2015
Q4 | $911K | Hold |
8,090
| – | – | 0.21% | 95 |
|
|
2015
Q3 | $883K | Buy |
8,090
+500
| +7% | +$54.6K | 0.22% | 98 |
|
|
2015
Q2 | $948K | Hold |
7,590
| – | – | 0.26% | 83 |
|
|
2015
Q1 | $944K | Hold |
7,590
| – | – | 0.26% | 87 |
|
|
2014
Q4 | $908K | Sell |
7,590
-35
| -0.5% | -$4.19K | 0.25% | 85 |
|
|
2014
Q3 | $834K | Hold |
7,625
| – | – | 0.23% | 90 |
|
|
2014
Q2 | $906K | Sell |
7,625
-28
| -0.4% | -$3.33K | 0.25% | 87 |
|
|
2014
Q1 | $890K | Hold |
7,653
| – | – | 0.26% | 82 |
|
|
2013
Q4 | $883K | Hold |
7,653
| – | – | 0.26% | 86 |
|
|
2013
Q3 | $816K | Hold |
7,653
| – | – | 0.27% | 77 |
|
|
2013
Q2 | $742K | Buy |
+7,653
| New | +$742K | 0.25% | 82 |
|