Acima Private Wealth’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 | $665K | Hold |
3,081
| – | – | 0.23% | 63 |
|
|
2025
Q1 | $615K | Hold |
3,081
| – | – | 0.22% | 63 |
|
|
2024
Q4 | $681K | Hold |
3,081
| – | – | 0.23% | 66 |
|
|
2024
Q3 | $681K | Hold |
3,081
| – | – | 0.23% | 63 |
|
|
2024
Q2 | $625K | Hold |
3,081
| – | – | 0.23% | 64 |
|
|
2024
Q1 | $648K | Sell |
3,081
-3,985
| -56% | -$838K | 0.24% | 69 |
|
|
2023
Q4 | $1.42M | Hold |
7,066
| – | – | 0.55% | 40 |
|
|
2023
Q3 | $1.25M | Buy |
7,066
+3,665
| +108% | +$648K | 0.56% | 43 |
|
|
2023
Q2 | $637K | Sell |
3,401
-220
| -6% | -$41.2K | 0.3% | 66 |
|
|
2023
Q1 | $646K | Hold |
3,621
| – | – | 0.32% | 65 |
|
|
2022
Q4 | $631K | Hold |
3,621
| – | – | 0.32% | 66 |
|
|
2022
Q3 | $597K | Hold |
3,621
| – | – | 0.31% | 63 |
|
|
2022
Q2 | $613K | Sell |
3,621
-1,108
| -23% | -$188K | 0.31% | 65 |
|
|
2022
Q1 | $971K | Buy |
4,729
+1,103
| +30% | +$226K | 0.45% | 56 |
|
|
2021
Q4 | $807K | Hold |
3,626
| – | – | 0.35% | 67 |
|
|
2021
Q3 | $793K | Sell |
3,626
-361
| -9% | -$79K | 0.36% | 64 |
|
|
2021
Q2 | $914K | Hold |
3,987
| – | – | 0.42% | 62 |
|
|
2021
Q1 | $881K | Hold |
3,987
| – | – | 0.43% | 61 |
|
|
2020
Q4 | $782K | Hold |
3,987
| – | – | 0.41% | 66 |
|
|
2020
Q3 | $597K | Hold |
3,987
| – | – | 0.36% | 70 |
|
|
2020
Q2 | $571K | Sell |
3,987
-159
| -4% | -$22.8K | 0.37% | 70 |
|
|
2020
Q1 | $475K | Hold |
4,146
| – | – | 0.37% | 68 |
|
|
2019
Q4 | $687K | Sell |
4,146
-100
| -2% | -$16.6K | 0.47% | 50 |
|
|
2019
Q3 | $642K | Hold |
4,246
| – | – | 0.49% | 50 |
|
|
2019
Q2 | $660K | Hold |
4,246
| – | – | 0.52% | 47 |
|
|
2019
Q1 | $650K | Sell |
4,246
-3,287
| -44% | -$503K | 0.56% | 45 |
|
|
2018
Q4 | $1.01M | Buy |
+7,533
| New | +$1.01M | 0.99% | 19 |
|