Acorn Wealth Advisors’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 | $285K | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $108K | Hold |
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|
2018
Q1 | $101K | Buy |
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|
2017
Q4 | $101K | Buy |
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