Advisor OS’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 | $2.12M | Sell |
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|
2025
Q2 | $1.98M | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $401K | Buy |
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