Advocate Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
1,716
| – | – | 0.07% | 95 |
|
|
2025
Q1 | $342K | Hold |
1,716
| – | – | 0.06% | 96 |
|
|
2024
Q4 | $379K | Hold |
1,716
| – | – | 0.07% | 98 |
|
|
2024
Q3 | $379K | Hold |
1,716
| – | – | 0.07% | 96 |
|
|
2024
Q2 | $348K | Hold |
1,716
| – | – | 0.07% | 99 |
|
|
2024
Q1 | $361K | Hold |
1,716
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $344K | Hold |
1,716
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $303K | Hold |
1,716
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $321K | Hold |
1,716
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $306K | Sell |
1,716
-9
| -0.5% | -$1.61K | 0.07% | 104 |
|
|
2022
Q4 | $301K | Hold |
1,725
| – | – | 0.06% | 105 |
|
|
2022
Q3 | $284K | Hold |
1,725
| – | – | 0.07% | 101 |
|
|
2022
Q2 | $292K | Buy |
+1,725
| New | +$292K | 0.07% | 104 |
|