American Financial 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
Q2 | $830K | Sell |
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|
2025
Q1 | $768K | Sell |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $942K | Hold |
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|
2023
Q2 | $998K | Buy |
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|
2023
Q1 | $950K | Sell |
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|
2022
Q4 | $932K | Sell |
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|
2022
Q3 | $890K | Sell |
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|
2022
Q2 | $991K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $1.78M | Sell |
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|
2018
Q4 | $1.57M | Buy |
|