Acorn Financial Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $757K | Buy |
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|
2024
Q3 | $755K | Sell |
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|
2024
Q2 | $837K | Sell |
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|
2024
Q1 | $886K | Sell |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.04M | Hold |
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|
2019
Q4 | $1.5M | Buy |
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