ARC
Advisor Resource Council’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
16,239
-4,722
| -23% | -$1.02M | 1.37% | 8 |
|
|
2025
Q1 | $1.8M | Buy |
20,961
+11,548
| +123% | +$992K | 0.15% | 165 |
|
|
2024
Q4 | $2.08M | Sell |
9,413
-15,887
| -63% | -$3.51M | 1.49% | 10 |
|
|
2024
Q3 | $5.59M | Buy |
25,300
+5,351
| +27% | +$1.18M | 2.52% | 5 |
|
|
2024
Q2 | $860K | Sell |
19,949
-6,775
| -25% | -$292K | 1.57% | 11 |
|
|
2024
Q1 | $5.4M | Sell |
26,724
-19,224
| -42% | -$3.88M | 2.28% | 6 |
|
|
2023
Q4 | $9.22M | Buy |
45,948
+29,660
| +182% | +$5.95M | 1.07% | 17 |
|
|
2023
Q3 | $2.88M | Sell |
16,288
-3,208
| -16% | -$567K | 1.49% | 11 |
|
|
2023
Q2 | $3.65M | Buy |
19,496
+3,645
| +23% | +$683K | 1.64% | 9 |
|
|
2023
Q1 | $2.81M | Buy |
15,851
+6,961
| +78% | +$1.23M | 0.71% | 27 |
|
|
2022
Q4 | $1.55M | Buy |
+8,890
| New | +$1.55M | 0.75% | 18 |
|
|
2022
Q3 | – | Sell |
-7,548
| Closed | -$1.28M | – | 317 |
|
|
2022
Q2 | $1.28M | Buy |
7,548
+4,739
| +169% | +$802K | 0.12% | 169 |
|
|
2022
Q1 | $577K | Sell |
2,809
-6,433
| -70% | -$1.32M | 0.17% | 125 |
|
|
2021
Q4 | $2.05M | Buy |
9,242
+5,227
| +130% | +$1.16M | 0.16% | 131 |
|
|
2021
Q3 | $880K | Sell |
4,015
-450
| -10% | -$98.6K | 0.27% | 96 |
|
|
2021
Q2 | $1.02M | Buy |
+4,465
| New | +$1.02M | 0.11% | 202 |
|