Advance Capital Management’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
Q3 | $1.06M | Sell |
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|
2025
Q2 | $973K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $706K | Buy |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $387K | Buy |
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