American Institute for Advanced Investment Management’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 | $2.48M | Sell |
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|
2025
Q1 | $2.33M | Sell |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $3.14M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $3.37M | Sell |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $3.31M | Sell |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $5.05M | Buy |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $4.86M | Buy |
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|
2021
Q1 | $4.62M | Buy |
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|
2020
Q4 | $3.52M | Buy |
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|
2020
Q3 | $1.75M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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