AWA
Adapt 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 | $1.5M | Sell |
6,961
-558
| -7% | -$120K | 0.67% | 24 |
|
|
2025
Q1 | $1.5M | Sell |
7,519
-42
| -0.6% | -$8.38K | 0.73% | 24 |
|
|
2024
Q4 | $1.67M | Sell |
7,561
-173
| -2% | -$38.2K | 0.82% | 25 |
|
|
2024
Q3 | $1.71M | Sell |
7,734
-581
| -7% | -$128K | 0.91% | 25 |
|
|
2024
Q2 | $1.69M | Sell |
8,315
-535
| -6% | -$109K | 1.06% | 26 |
|
|
2024
Q1 | $1.86M | Buy |
+8,850
| New | +$1.86M | 1.32% | 21 |
|