AFG
Albion Financial 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 | $196K | Hold |
908
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $181K | Buy |
908
+242
| +36% | +$48.3K | 0.01% | 179 |
|
|
2024
Q4 | $147K | Hold |
666
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $147K | Hold |
666
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $135K | Sell |
666
-50
| -7% | -$10.1K | 0.01% | 197 |
|
|
2024
Q1 | $151K | Hold |
716
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $144K | Hold |
716
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $127K | Hold |
716
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $134K | Hold |
716
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $128K | Hold |
716
| – | – | 0.01% | 178 |
|
|
2022
Q4 | $125K | Hold |
716
| – | – | 0.01% | 175 |
|
|
2022
Q3 | $118K | Hold |
716
| – | – | 0.01% | 179 |
|
|
2022
Q2 | $121K | Hold |
716
| – | – | 0.01% | 187 |
|
|
2022
Q1 | $147K | Hold |
716
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $159K | Sell |
716
-200
| -22% | -$44.4K | 0.01% | 224 |
|
|
2021
Q3 | $200K | Hold |
916
| – | – | 0.02% | 184 |
|
|
2021
Q2 | $210K | Buy |
+916
| New | +$210K | 0.02% | 187 |
|
|
2020
Q4 | $148K | Buy |
+756
| New | +$148K | 0.01% | 194 |
|
|
2017
Q1 | – | Sell |
-1,528
| Closed | -$206K | – | 199 |
|
|
2016
Q4 | $206K | Buy |
+1,528
| New | +$206K | 0.03% | 171 |
|