AFA
American 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 | $830K | Sell |
3,848
-2
| -0.1% | -$432 | 0.12% | 70 |
|
|
2025
Q1 | $768K | Sell |
3,850
-23
| -0.6% | -$4.59K | 0.11% | 64 |
|
|
2024
Q4 | $856K | Sell |
3,873
-1,030
| -21% | -$228K | 0.12% | 61 |
|
|
2024
Q3 | $1.08M | Sell |
4,903
-63
| -1% | -$13.9K | 0.15% | 58 |
|
|
2024
Q2 | $1.01M | Sell |
4,966
-97
| -2% | -$19.7K | 0.14% | 57 |
|
|
2024
Q1 | $1.06M | Sell |
5,063
-96
| -2% | -$20.2K | 0.15% | 59 |
|
|
2023
Q4 | $1.04M | Sell |
5,159
-172
| -3% | -$34.5K | 0.15% | 56 |
|
|
2023
Q3 | $942K | Hold |
5,331
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $998K | Buy |
5,331
+5
| +0.1% | +$936 | 0.16% | 59 |
|
|
2023
Q1 | $950K | Sell |
5,326
-18
| -0.3% | -$3.21K | 0.15% | 57 |
|
|
2022
Q4 | $932K | Sell |
5,344
-52
| -1% | -$9.07K | 0.16% | 57 |
|
|
2022
Q3 | $890K | Sell |
5,396
-458
| -8% | -$75.5K | 0.15% | 57 |
|
|
2022
Q2 | $991K | Sell |
5,854
-217
| -4% | -$36.7K | 0.26% | 34 |
|
|
2022
Q1 | $1.25M | Sell |
6,071
-252
| -4% | -$51.7K | 0.17% | 52 |
|
|
2021
Q4 | $1.41M | Sell |
6,323
-733
| -10% | -$163K | 0.18% | 48 |
|
|
2021
Q3 | $1.54M | Sell |
7,056
-682
| -9% | -$149K | 0.21% | 47 |
|
|
2021
Q2 | $1.78M | Sell |
7,738
-475
| -6% | -$109K | 0.24% | 45 |
|
|
2021
Q1 | $1.82M | Sell |
8,213
-151
| -2% | -$33.4K | 0.27% | 45 |
|
|
2020
Q4 | $1.64M | Sell |
8,364
-218
| -3% | -$42.7K | 0.23% | 47 |
|
|
2020
Q3 | $1.29M | Sell |
8,582
-200
| -2% | -$30K | 0.21% | 50 |
|
|
2020
Q2 | $1.28M | Sell |
8,782
-40
| -0.5% | -$5.84K | 0.21% | 48 |
|
|
2020
Q1 | $1.12M | Sell |
8,822
-515
| -6% | -$65.5K | 0.2% | 50 |
|
|
2019
Q4 | $1.41M | Sell |
9,337
-1,056
| -10% | -$160K | 0.25% | 42 |
|
|
2019
Q3 | $1.57M | Sell |
10,393
-919
| -8% | -$139K | 0.3% | 38 |
|
|
2019
Q2 | $1.76M | Sell |
11,312
-318
| -3% | -$49.4K | 0.34% | 38 |
|
|
2019
Q1 | $1.78M | Sell |
11,630
-100
| -0.9% | -$15.3K | 0.36% | 37 |
|
|
2018
Q4 | $1.57M | Buy |
+11,730
| New | +$1.57M | 0.34% | 39 |
|