AE Wealth Management’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
Q2 | $4.56M | Sell |
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|
2025
Q1 | $4.64M | Buy |
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|
2024
Q4 | $4.73M | Buy |
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|
2024
Q3 | $4.12M | Sell |
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|
2024
Q2 | $33.3M | Buy |
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|
2024
Q1 | $34.2M | Sell |
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|
2023
Q4 | $47.6M | Sell |
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|
2023
Q3 | $82M | Sell |
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|
2023
Q2 | $104M | Buy |
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|
2023
Q1 | $88.7M | Buy |
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|
2022
Q4 | $84.1M | Buy |
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|
2022
Q3 | $75.9M | Sell |
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|
2022
Q2 | $80.7M | Buy |
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|
2022
Q1 | $96.1M | Buy |
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|
2021
Q4 | $74.3M | Sell |
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|
2021
Q3 | $88M | Buy |
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|
2021
Q2 | $83.4M | Buy |
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|
2021
Q1 | $71.4M | Buy |
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|
2020
Q4 | $62.4M | Buy |
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|
2020
Q3 | $35.6M | Buy |
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|
2020
Q2 | $32.7M | Buy |
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|
2020
Q1 | $15.8M | Buy |
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|
2019
Q4 | $15.6M | Buy |
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|
2019
Q3 | $13.2M | Buy |
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|
2019
Q2 | $7.31M | Buy |
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|
2019
Q1 | $2.95M | Buy |
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|
2018
Q4 | $726K | Sell |
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|
2018
Q3 | $5.01M | Buy |
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|
2018
Q2 | $4.49M | Buy |
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|
2018
Q1 | $3.13M | Sell |
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|
2017
Q4 | $5.16M | Buy |
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|
2017
Q3 | $3.4M | Buy |
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|
2017
Q2 | $1.16M | Buy |
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|
2017
Q1 | $471K | Buy |
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|
2016
Q4 | $296K | Buy |
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