Adero Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3M | Sell |
15,053
-20
| -0.1% | -$3.99K | 0.2% | 49 |
|
|
2024
Q4 | $3.33M | Sell |
15,073
-8
| -0.1% | -$1.77K | 0.21% | 46 |
|
|
2024
Q3 | $3.33M | Sell |
15,081
-153
| -1% | -$33.8K | 0.22% | 45 |
|
|
2024
Q2 | $3.09M | Sell |
15,234
-42
| -0.3% | -$8.52K | 0.23% | 44 |
|
|
2024
Q1 | $3.21M | Sell |
15,276
-170
| -1% | -$35.8K | 0.24% | 42 |
|
|
2023
Q4 | $3.1M | Sell |
15,446
-31
| -0.2% | -$6.22K | 0.26% | 45 |
|
|
2023
Q3 | $2.74M | Sell |
15,477
-53
| -0.3% | -$9.37K | 0.26% | 41 |
|
|
2023
Q2 | $2.91M | Sell |
15,530
-44
| -0.3% | -$8.24K | 0.29% | 40 |
|
|
2023
Q1 | $2.78M | Sell |
15,574
-591
| -4% | -$105K | 0.3% | 41 |
|
|
2022
Q4 | $2.82M | Buy |
16,165
+654
| +4% | +$114K | 0.34% | 36 |
|
|
2022
Q3 | $2.69M | Buy |
15,511
+115
| +0.7% | +$19.9K | 0.34% | 42 |
|
|
2022
Q2 | $2.64M | Sell |
15,396
-246
| -2% | -$42.2K | 0.37% | 39 |
|
|
2022
Q1 | $3.21M | Sell |
15,642
-3,658
| -19% | -$751K | 0.47% | 37 |
|
|
2021
Q4 | $4.29M | Sell |
19,300
-121
| -0.6% | -$26.9K | 0.7% | 28 |
|
|
2021
Q3 | $4.25M | Buy |
19,421
+57
| +0.3% | +$12.5K | 0.77% | 25 |
|
|
2021
Q2 | $4.44M | Hold |
19,364
| – | – | 1.03% | 19 |
|
|
2021
Q1 | $4.28M | Buy |
19,364
+142
| +0.7% | +$31.4K | 1.91% | 13 |
|
|
2020
Q4 | $3.77M | Sell |
19,222
-182
| -0.9% | -$35.7K | 3.23% | 6 |
|
|
2020
Q3 | $2.91M | Buy |
19,404
+103
| +0.5% | +$15.4K | 2.33% | 9 |
|
|
2020
Q2 | $2.76M | Buy |
19,301
+729
| +4% | +$104K | 2.87% | 7 |
|
|
2020
Q1 | $2.13M | Sell |
18,572
-634
| -3% | -$72.6K | 3.52% | 6 |
|
|
2019
Q4 | $3.18M | Buy |
+19,206
| New | +$3.18M | 3.57% | 5 |
|