AAF Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
2,782
-137
| -5% | -$29.6K | 0.27% | 28 |
|
|
2025
Q1 | $582K | Sell |
2,919
-188
| -6% | -$37.5K | 0.31% | 25 |
|
|
2024
Q4 | $687K | Sell |
3,107
-16
| -0.5% | -$3.54K | 0.35% | 25 |
|
|
2024
Q3 | $690K | Sell |
3,123
-11
| -0.4% | -$2.43K | 0.35% | 21 |
|
|
2024
Q2 | $636K | Sell |
3,134
-9
| -0.3% | -$1.83K | 0.33% | 21 |
|
|
2024
Q1 | $661K | Sell |
3,143
-218
| -6% | -$45.8K | 0.37% | 20 |
|
|
2023
Q4 | $675K | Sell |
3,361
-248
| -7% | -$49.8K | 0.39% | 21 |
|
|
2023
Q3 | $638K | Sell |
3,609
-8
| -0.2% | -$1.41K | 0.41% | 18 |
|
|
2023
Q2 | $677K | Sell |
3,617
-11
| -0.3% | -$2.06K | 0.42% | 18 |
|
|
2023
Q1 | $647K | Sell |
3,628
-360
| -9% | -$64.2K | 0.42% | 18 |
|
|
2022
Q4 | $695K | Sell |
3,988
-101
| -2% | -$17.6K | 0.49% | 17 |
|
|
2022
Q3 | $674K | Sell |
4,089
-114
| -3% | -$18.8K | 0.54% | 16 |
|
|
2022
Q2 | $711K | Sell |
4,203
-130
| -3% | -$22K | 0.54% | 16 |
|
|
2022
Q1 | $890K | Sell |
4,333
-47
| -1% | -$9.65K | 0.58% | 13 |
|
|
2021
Q4 | $975K | Sell |
4,380
-48
| -1% | -$10.7K | 0.71% | 10 |
|
|
2021
Q3 | $969K | Sell |
4,428
-9
| -0.2% | -$1.97K | 0.74% | 11 |
|
|
2021
Q2 | $1.02M | Sell |
4,437
-1,279
| -22% | -$294K | 0.79% | 11 |
|
|
2021
Q1 | $1.26M | Sell |
5,716
-308
| -5% | -$68.1K | 1.07% | 10 |
|
|
2020
Q4 | $1.18M | Buy |
+6,024
| New | +$1.18M | 1.07% | 11 |
|