AO
Advisor OS’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
9,184
-481
| -5% | -$104K | 0.2% | 74 |
|
|
2025
Q1 | $1.93M | Buy |
9,665
+1,001
| +12% | +$200K | 0.22% | 66 |
|
|
2024
Q4 | $1.91M | Sell |
8,664
-20
| -0.2% | -$4.42K | 0.22% | 70 |
|
|
2024
Q3 | $1.92M | Sell |
8,684
-86
| -1% | -$19K | 0.19% | 96 |
|
|
2024
Q2 | $1.78M | Buy |
8,770
+17
| +0.2% | +$3.45K | 0.19% | 94 |
|
|
2024
Q1 | $1.84M | Sell |
8,753
-102
| -1% | -$21.5K | 0.21% | 89 |
|
|
2023
Q4 | $1.78M | Buy |
8,855
+81
| +0.9% | +$16.3K | 0.23% | 78 |
|
|
2023
Q3 | $1.55M | Buy |
8,774
+2
| +0% | +$353 | 0.23% | 80 |
|
|
2023
Q2 | $1.64M | Buy |
8,772
+114
| +1% | +$21.3K | 0.27% | 72 |
|
|
2023
Q1 | $1.54M | Buy |
8,658
+229
| +3% | +$40.9K | 0.37% | 67 |
|
|
2022
Q4 | $1.47M | Buy |
8,429
+27
| +0.3% | +$4.71K | 0.39% | 61 |
|
|
2022
Q3 | $1.39M | Buy |
8,402
+28
| +0.3% | +$4.62K | 0.42% | 50 |
|
|
2022
Q2 | $1.42M | Buy |
8,374
+16
| +0.2% | +$2.71K | 0.41% | 51 |
|
|
2022
Q1 | $1.72M | Buy |
8,358
+15
| +0.2% | +$3.08K | 0.5% | 43 |
|
|
2021
Q4 | $1.86M | Buy |
8,343
+17
| +0.2% | +$3.78K | 0.38% | 65 |
|
|
2021
Q3 | $1.82M | Buy |
8,326
+17
| +0.2% | +$3.72K | 0.4% | 58 |
|
|
2021
Q2 | $1.91M | Buy |
8,309
+8
| +0.1% | +$1.84K | 0.4% | 48 |
|
|
2021
Q1 | $1.83M | Buy |
+8,301
| New | +$1.83M | 0.42% | 43 |
|
|
2020
Q3 | – | Sell |
-2,800
| Closed | -$401K | – | 126 |
|
|
2020
Q2 | $401K | Buy |
+2,800
| New | +$401K | 0.24% | 87 |
|