AWA
Acorn 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 | $285K | Buy |
1,320
+1
| +0.1% | +$216 | 0.11% | 193 |
|
|
2025
Q1 | $263K | Sell |
1,319
-186
| -12% | -$37.1K | 0.11% | 193 |
|
|
2024
Q4 | $333K | Sell |
1,505
-126
| -8% | -$27.8K | 0.14% | 148 |
|
|
2024
Q3 | $360K | Buy |
1,631
+317
| +24% | +$70K | 0.15% | 136 |
|
|
2024
Q2 | $267K | Buy |
1,314
+46
| +4% | +$9.33K | 0.13% | 158 |
|
|
2024
Q1 | $267K | Buy |
1,268
+2
| +0.2% | +$420 | 0.14% | 160 |
|
|
2023
Q4 | $254K | Sell |
1,266
-93
| -7% | -$18.7K | 0.15% | 152 |
|
|
2023
Q3 | $240K | Hold |
1,359
| – | – | 0.16% | 151 |
|
|
2023
Q2 | $254K | Buy |
1,359
+2
| +0.1% | +$374 | 0.17% | 141 |
|
|
2023
Q1 | $242K | Buy |
1,357
+2
| +0.1% | +$357 | 0.18% | 143 |
|
|
2022
Q4 | $236K | Sell |
1,355
-124
| -8% | -$21.6K | 0.18% | 133 |
|
|
2022
Q3 | $244K | Sell |
1,479
-75
| -5% | -$12.4K | 0.2% | 127 |
|
|
2022
Q2 | $263K | Buy |
1,554
+27
| +2% | +$4.57K | 0.21% | 124 |
|
|
2022
Q1 | $313K | Sell |
1,527
-19
| -1% | -$3.9K | 0.22% | 117 |
|
|
2021
Q4 | $344K | Buy |
1,546
+32
| +2% | +$7.12K | 0.22% | 114 |
|
|
2021
Q3 | $331K | Buy |
1,514
+11
| +0.7% | +$2.41K | 0.23% | 109 |
|
|
2021
Q2 | $345K | Buy |
1,503
+4
| +0.3% | +$918 | 0.24% | 105 |
|
|
2021
Q1 | $331K | Buy |
1,499
+261
| +21% | +$57.6K | 0.24% | 106 |
|
|
2020
Q4 | $243K | Buy |
+1,238
| New | +$243K | 0.19% | 125 |
|
|
2018
Q3 | – | Sell |
-656
| Closed | -$108K | – | 287 |
|
|
2018
Q2 | $108K | Hold |
656
| – | – | 0.09% | 171 |
|
|
2018
Q1 | $101K | Buy |
656
+1
| +0.2% | +$154 | 0.09% | 179 |
|
|
2017
Q4 | $101K | Buy |
+655
| New | +$101K | 0.09% | 170 |
|