AAMA
Advanced Asset Management 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 | $71.4K | Buy |
331
+11
| +3% | +$2.37K | 0.02% | 69 |
|
|
2025
Q1 | $63.8K | Sell |
320
-765
| -71% | -$153K | 0.02% | 68 |
|
|
2024
Q4 | $240K | Buy |
1,085
+418
| +63% | +$92.4K | 0.06% | 65 |
|
|
2024
Q3 | $135K | Hold |
667
| – | – | 0.04% | 73 |
|
|
2024
Q2 | $135K | Buy |
667
+29
| +5% | +$5.88K | 0.04% | 74 |
|
|
2024
Q1 | $134K | Buy |
638
+82
| +15% | +$17.3K | 0.03% | 77 |
|
|
2023
Q4 | $112K | Buy |
556
+304
| +121% | +$61.1K | 0.03% | 78 |
|
|
2023
Q3 | $44.6K | Buy |
252
+125
| +98% | +$22.1K | 0.01% | 82 |
|
|
2023
Q2 | $23.8K | Hold |
127
| – | – | 0.01% | 82 |
|
|
2023
Q1 | $22.7K | Hold |
127
| – | – | 0.01% | 82 |
|
|
2022
Q4 | $22.2K | Hold |
127
| – | – | 0.01% | 126 |
|
|
2022
Q3 | $21K | Hold |
127
| – | – | 0.01% | 80 |
|
|
2022
Q2 | $22K | Hold |
127
| – | – | 0.01% | 80 |
|
|
2022
Q1 | $26K | Hold |
127
| – | – | 0.01% | 78 |
|
|
2021
Q4 | $28K | Sell |
127
-125
| -50% | -$27.6K | 0.01% | 82 |
|
|
2021
Q3 | $55K | Buy |
252
+26
| +12% | +$5.68K | 0.01% | 78 |
|
|
2021
Q2 | $52K | Sell |
226
-120
| -35% | -$27.6K | 0.01% | 80 |
|
|
2021
Q1 | $76K | Buy |
346
+290
| +518% | +$63.7K | 0.02% | 82 |
|
|
2020
Q4 | $11K | Buy |
+56
| New | +$11K | ﹤0.01% | 90 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$9K | – | 108 |
|
|
2020
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 109 |
|
|
2019
Q4 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 114 |
|