ATFA
All Terrain Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Buy |
125,710
+9,539
| +8% | +$2.06M | 7.78% | 3 |
|
|
2025
Q1 | $23.2M | Buy |
116,171
+16,134
| +16% | +$3.22M | 7.3% | 3 |
|
|
2024
Q4 | $22.1M | Buy |
100,037
+17,689
| +21% | +$3.91M | 7.24% | 3 |
|
|
2024
Q3 | $18.2M | Buy |
82,348
+6,739
| +9% | +$1.49M | 6.67% | 3 |
|
|
2024
Q2 | $15.3M | Buy |
75,609
+2,137
| +3% | +$434K | 6.08% | 3 |
|
|
2024
Q1 | $15.5M | Sell |
73,472
-4,199
| -5% | -$883K | 6.07% | 3 |
|
|
2023
Q4 | $15.6M | Buy |
77,671
+3,333
| +4% | +$669K | 5.88% | 3 |
|
|
2023
Q3 | $13.1M | Buy |
74,338
+787
| +1% | +$139K | 5.52% | 3 |
|
|
2023
Q2 | $13.8M | Buy |
73,551
+2,957
| +4% | +$554K | 5.22% | 3 |
|
|
2023
Q1 | $12.6M | Buy |
70,594
+3,452
| +5% | +$616K | 5.17% | 3 |
|
|
2022
Q4 | $11.7M | Sell |
67,142
-805
| -1% | -$140K | 5.16% | 3 |
|
|
2022
Q3 | $11.2M | Buy |
67,947
+439
| +0.7% | +$72.4K | 4.82% | 3 |
|
|
2022
Q2 | $11.4M | Buy |
67,508
+1,493
| +2% | +$253K | 4.87% | 3 |
|
|
2022
Q1 | $13.6M | Buy |
66,015
+1,259
| +2% | +$258K | 5.47% | 3 |
|
|
2021
Q4 | $14.4M | Buy |
64,756
+112
| +0.2% | +$24.9K | 5.88% | 3 |
|
|
2021
Q3 | $14.1M | Buy |
64,644
+598
| +0.9% | +$131K | 6.18% | 3 |
|
|
2021
Q2 | $14.7M | Buy |
64,046
+7,295
| +13% | +$1.67M | 6.71% | 2 |
|
|
2021
Q1 | $12.5M | Sell |
56,751
-36,727
| -39% | -$8.11M | 5.73% | 3 |
|
|
2020
Q4 | $18.3M | Buy |
93,478
+3,521
| +4% | +$690K | 7.16% | 3 |
|
|
2020
Q3 | $13.5M | Sell |
89,957
-311
| -0.3% | -$46.6K | 4.62% | 3 |
|
|
2020
Q2 | $12.9M | Buy |
90,268
+1,756
| +2% | +$251K | 5.3% | 3 |
|
|
2020
Q1 | $10.1M | Buy |
88,512
+23,325
| +36% | +$2.67M | 4.11% | 4 |
|
|
2019
Q4 | $10.8M | Buy |
65,187
+8,406
| +15% | +$1.39M | 3.51% | 5 |
|
|
2019
Q3 | $8.61M | Sell |
56,781
-997
| -2% | -$151K | 2.89% | 5 |
|
|
2019
Q2 | $8.99M | Sell |
57,778
-2,714
| -4% | -$422K | 3.06% | 4 |
|
|
2019
Q1 | $9.26M | Sell |
60,492
-359
| -0.6% | -$55K | 3.21% | 3 |
|
|
2018
Q4 | $8.15M | Buy |
60,851
+1,243
| +2% | +$166K | 3.25% | 3 |
|
|
2018
Q3 | $10M | Buy |
59,608
+9,028
| +18% | +$1.52M | 4.11% | 3 |
|
|
2018
Q2 | $8.28M | Sell |
50,580
-2,416
| -5% | -$396K | 3.71% | 3 |
|
|
2018
Q1 | $8.05M | Buy |
52,996
+2,293
| +5% | +$348K | 3.66% | 4 |
|
|
2017
Q4 | $7.73M | Buy |
+50,703
| New | +$7.73M | 3.55% | 4 |
|