AMBIA
Allen Mooney & Barnes Investment 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 | $317K | Buy |
1,470
+2
| +0.1% | +$432 | 0.05% | 127 |
|
|
2025
Q1 | $293K | Buy |
1,468
+1
| +0.1% | +$200 | 0.05% | 130 |
|
|
2024
Q4 | $324K | Buy |
1,467
+2
| +0.1% | +$442 | 0.05% | 121 |
|
|
2024
Q3 | $324K | Sell |
1,465
-9
| -0.6% | -$1.99K | 0.06% | 124 |
|
|
2024
Q2 | $299K | Buy |
1,474
+1
| +0.1% | +$203 | 0.05% | 129 |
|
|
2024
Q1 | $298K | Buy |
1,473
+1
| +0.1% | +$202 | 0.06% | 135 |
|
|
2023
Q4 | $295K | Buy |
1,472
+5
| +0.3% | +$1K | 0.06% | 133 |
|
|
2023
Q3 | $259K | Buy |
1,467
+1
| +0.1% | +$177 | 0.06% | 130 |
|
|
2023
Q2 | $275K | Buy |
1,466
+1
| +0.1% | +$187 | 0.06% | 124 |
|
|
2023
Q1 | $261K | Sell |
1,465
-47
| -3% | -$8.39K | 0.06% | 119 |
|
|
2022
Q4 | $264K | Buy |
1,512
+3
| +0.2% | +$523 | 0.06% | 117 |
|
|
2022
Q3 | $249K | Buy |
1,509
+3
| +0.2% | +$495 | 0.07% | 117 |
|
|
2022
Q2 | $255K | Buy |
1,506
+1
| +0.1% | +$169 | 0.07% | 121 |
|
|
2022
Q1 | $309K | Buy |
+1,505
| New | +$309K | 0.07% | 122 |
|