AFAS
Acorn Financial Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
3,131
+105
| +3% | +$22.7K | 0.11% | 96 |
|
|
2025
Q1 | $604K | Sell |
3,026
-399
| -12% | -$79.6K | 0.11% | 93 |
|
|
2024
Q4 | $757K | Buy |
3,425
+5
| +0.1% | +$1.11K | 0.12% | 84 |
|
|
2024
Q3 | $755K | Sell |
3,420
-704
| -17% | -$156K | 0.13% | 76 |
|
|
2024
Q2 | $837K | Sell |
4,124
-87
| -2% | -$17.7K | 0.16% | 74 |
|
|
2024
Q1 | $886K | Sell |
4,211
-5,778
| -58% | -$1.22M | 0.17% | 76 |
|
|
2023
Q4 | $1.96M | Sell |
9,989
-844
| -8% | -$166K | 0.34% | 42 |
|
|
2023
Q3 | $1.9M | Sell |
10,833
-243
| -2% | -$42.6K | 0.34% | 45 |
|
|
2023
Q2 | $2.07M | Buy |
11,076
+881
| +9% | +$165K | 0.37% | 35 |
|
|
2023
Q1 | $1.82M | Buy |
10,195
+54
| +0.5% | +$9.63K | 0.35% | 39 |
|
|
2022
Q4 | $1.77M | Buy |
10,141
+856
| +9% | +$149K | 0.38% | 33 |
|
|
2022
Q3 | $1.53M | Sell |
9,285
-116
| -1% | -$19.1K | 0.37% | 36 |
|
|
2022
Q2 | $1.59M | Buy |
9,401
+1,560
| +20% | +$264K | 0.38% | 41 |
|
|
2022
Q1 | $1.61M | Buy |
7,841
+853
| +12% | +$175K | 0.32% | 50 |
|
|
2021
Q4 | $1.55M | Sell |
6,988
-202
| -3% | -$44.9K | 0.31% | 55 |
|
|
2021
Q3 | $1.57M | Sell |
7,190
-458
| -6% | -$100K | 0.49% | 51 |
|
|
2021
Q2 | $1.75M | Buy |
+7,648
| New | +$1.75M | 0.52% | 54 |
|
|
2021
Q1 | – | Sell |
-8,139
| Closed | -$1.6M | – | 208 |
|
|
2020
Q4 | $1.6M | Sell |
8,139
-249
| -3% | -$48.9K | 0.63% | 37 |
|
|
2020
Q3 | $1.26M | Buy |
8,388
+156
| +2% | +$23.4K | 0.66% | 32 |
|
|
2020
Q2 | $1.18M | Sell |
8,232
-838
| -9% | -$120K | 0.82% | 26 |
|
|
2020
Q1 | $1.04M | Hold |
9,070
| – | – | 1.03% | 21 |
|
|
2019
Q4 | $1.5M | Buy |
+9,070
| New | +$1.5M | 1.26% | 14 |
|