AWA
Aaron Wealth 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 | $4.05M | Buy |
18,777
+475
| +3% | +$103K | 0.41% | 36 |
|
|
2025
Q1 | $3.65M | Buy |
18,302
+195
| +1% | +$38.9K | 0.42% | 34 |
|
|
2024
Q4 | $4M | Sell |
18,107
-82
| -0.5% | -$18.1K | 0.46% | 34 |
|
|
2024
Q3 | $4.02M | Buy |
18,189
+17
| +0.1% | +$3.76K | 0.48% | 32 |
|
|
2024
Q2 | $3.69M | Sell |
18,172
-75
| -0.4% | -$15.2K | 0.51% | 30 |
|
|
2024
Q1 | $3.84M | Sell |
18,247
-11
| -0.1% | -$2.31K | 0.55% | 25 |
|
|
2023
Q4 | $3.66M | Sell |
18,258
-209
| -1% | -$41.9K | 0.61% | 23 |
|
|
2023
Q3 | $3.26M | Buy |
18,467
+175
| +1% | +$30.9K | 0.42% | 39 |
|
|
2023
Q2 | $3.43M | Sell |
18,292
-67
| -0.4% | -$12.5K | 0.45% | 41 |
|
|
2023
Q1 | $3.28M | Buy |
18,359
+134
| +0.7% | +$23.9K | 0.45% | 41 |
|
|
2022
Q4 | $3.18M | Sell |
18,225
-135
| -0.7% | -$23.5K | 0.46% | 42 |
|
|
2022
Q3 | $3.03M | Buy |
18,360
+51
| +0.3% | +$8.41K | 0.56% | 41 |
|
|
2022
Q2 | $3.1M | Sell |
18,309
-3,437,411
| -99% | -$582M | 0.78% | 32 |
|
|
2022
Q1 | $16.8M | Buy |
3,455,720
+3,438,481
| +19,946% | +$16.8M | 0.23% | 49 |
|
|
2021
Q4 | $3.83M | Buy |
17,239
+562
| +3% | +$125K | 1.07% | 23 |
|
|
2021
Q3 | $3.65M | Hold |
16,677
| – | – | 1.03% | 23 |
|
|
2021
Q2 | $3.83M | Hold |
16,677
| – | – | 1.26% | 20 |
|
|
2021
Q1 | $3.68M | Sell |
16,677
-280
| -2% | -$61.9K | 1.35% | 19 |
|
|
2020
Q4 | $3.32M | Buy |
+16,957
| New | +$3.32M | 1.22% | 25 |
|