Allen Mooney & Barnes Investment Advisors’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
Q3 | $356K | Buy |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $309K | Buy |
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