AMG
Advisors Management Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
8,779
+19
| +0.2% | +$4.1K | 0.36% | 70 |
|
|
2025
Q1 | $1.75M | Sell |
8,760
-21,476
| -71% | -$4.28M | 0.38% | 70 |
|
|
2024
Q4 | $6.68M | Buy |
30,236
+632
| +2% | +$140K | 1.58% | 20 |
|
|
2024
Q3 | $6.54M | Buy |
29,604
+253
| +0.9% | +$55.9K | 1.54% | 20 |
|
|
2024
Q2 | $5.96M | Buy |
29,351
+507
| +2% | +$103K | 1.49% | 21 |
|
|
2024
Q1 | $6.07M | Buy |
28,844
+1,841
| +7% | +$387K | 1.51% | 24 |
|
|
2023
Q4 | $5.42M | Sell |
27,003
-233
| -0.9% | -$46.8K | 1.47% | 22 |
|
|
2023
Q3 | $4.81M | Sell |
27,236
-160
| -0.6% | -$28.3K | 1.45% | 23 |
|
|
2023
Q2 | $5.13M | Buy |
27,396
+25,369
| +1,252% | +$4.75M | 1.53% | 21 |
|
|
2023
Q1 | $362K | Buy |
2,027
+420
| +26% | +$75K | 0.12% | 99 |
|
|
2022
Q4 | $280K | Buy |
+1,607
| New | +$280K | 0.11% | 105 |
|