AF
Advisornet Financial’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
10,903
-1,312
| -11% | -$283K | 0.15% | 135 |
|
|
2025
Q1 | $2.44M | Buy |
12,215
+1,341
| +12% | +$268K | 0.18% | 120 |
|
|
2024
Q4 | $2.4M | Buy |
10,874
+807
| +8% | +$178K | 0.2% | 108 |
|
|
2024
Q3 | $2.22M | Buy |
10,067
+341
| +4% | +$75.3K | 0.17% | 138 |
|
|
2024
Q2 | $1.97M | Buy |
9,726
+254
| +3% | +$51.5K | 0.18% | 129 |
|
|
2024
Q1 | $1.99M | Buy |
9,472
+1,012
| +12% | +$213K | 0.19% | 125 |
|
|
2023
Q4 | $1.7M | Buy |
8,460
+1,358
| +19% | +$273K | 0.16% | 151 |
|
|
2023
Q3 | $1.26M | Sell |
7,102
-2,983
| -30% | -$527K | 0.11% | 180 |
|
|
2023
Q2 | $1.89M | Buy |
10,085
+559
| +6% | +$105K | 0.16% | 141 |
|
|
2023
Q1 | $1.7M | Buy |
9,526
+476
| +5% | +$84.9K | 0.16% | 146 |
|
|
2022
Q4 | $1.58M | Sell |
9,050
-243
| -3% | -$42.4K | 0.16% | 150 |
|
|
2022
Q3 | $1.53M | Buy |
9,293
+404
| +5% | +$66.6K | 0.15% | 158 |
|
|
2022
Q2 | $1.51M | Sell |
8,889
-254,875
| -97% | -$43.2M | 0.15% | 160 |
|
|
2022
Q1 | $54.1M | Buy |
263,764
+3,911
| +2% | +$803K | 3.38% | 3 |
|
|
2021
Q4 | $57.8M | Sell |
259,853
-10,261
| -4% | -$2.28M | 3.56% | 3 |
|
|
2021
Q3 | $59.1M | Buy |
270,114
+15,863
| +6% | +$3.47M | 4.11% | 3 |
|
|
2021
Q2 | $58.3M | Sell |
254,251
-4,094
| -2% | -$939K | 3.87% | 3 |
|
|
2021
Q1 | $57.1M | Sell |
258,345
-8,277
| -3% | -$1.83M | 4.06% | 3 |
|
|
2020
Q4 | $52.3M | Sell |
266,622
-15,957
| -6% | -$3.13M | 4.22% | 3 |
|
|
2020
Q3 | $42.3M | Buy |
282,579
+5,267
| +2% | +$789K | 3.63% | 3 |
|
|
2020
Q2 | $39.7M | Buy |
277,312
+21,821
| +9% | +$3.12M | 3.2% | 3 |
|
|
2020
Q1 | $29.2M | Buy |
255,491
+11,373
| +5% | +$1.3M | 2.7% | 3 |
|
|
2019
Q4 | $40.4M | Buy |
244,118
+27,381
| +13% | +$4.54M | 3.43% | 3 |
|
|
2019
Q3 | $32.8M | Buy |
216,737
+38,031
| +21% | +$5.76M | 3.02% | 3 |
|
|
2019
Q2 | $27.8M | Buy |
178,706
+28,246
| +19% | +$4.39M | 3.07% | 3 |
|
|
2019
Q1 | $23M | Buy |
150,460
+13,170
| +10% | +$2.02M | 2.81% | 3 |
|
|
2018
Q4 | $18.4M | Buy |
137,290
+29,047
| +27% | +$3.89M | 2.54% | 6 |
|
|
2018
Q3 | $18.2M | Buy |
108,243
+27,164
| +34% | +$4.58M | 2.29% | 8 |
|
|
2018
Q2 | $13.3M | Buy |
81,079
+6,645
| +9% | +$1.09M | 1.8% | 9 |
|
|
2018
Q1 | $11.3M | Buy |
74,434
+12,137
| +19% | +$1.84M | 1.56% | 9 |
|
|
2017
Q4 | $9.5M | Buy |
+62,297
| New | +$9.5M | 1.44% | 10 |
|