AIFAIM
American Institute for Advanced Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
11,479
-215
| -2% | -$46.4K | 1.75% | 11 |
|
|
2025
Q1 | $2.33M | Sell |
11,694
-535
| -4% | -$107K | 1.78% | 10 |
|
|
2024
Q4 | $2.7M | Sell |
12,229
-4
| -0% | -$884 | 2.01% | 9 |
|
|
2024
Q3 | $2.7M | Sell |
12,233
-397
| -3% | -$87.7K | 1.93% | 9 |
|
|
2024
Q2 | $2.56M | Sell |
12,630
-25
| -0.2% | -$5.07K | 1.96% | 9 |
|
|
2024
Q1 | $2.66M | Sell |
12,655
-1,585
| -11% | -$333K | 2.1% | 9 |
|
|
2023
Q4 | $2.86M | Sell |
14,240
-1,478
| -9% | -$297K | 2.52% | 9 |
|
|
2023
Q3 | $2.78M | Sell |
15,718
-1,062
| -6% | -$188K | 2.57% | 9 |
|
|
2023
Q2 | $3.14M | Sell |
16,780
-790
| -4% | -$148K | 2.75% | 8 |
|
|
2023
Q1 | $3.13M | Sell |
17,570
-1,783
| -9% | -$318K | 3.34% | 6 |
|
|
2022
Q4 | $3.37M | Sell |
19,353
-440
| -2% | -$76.7K | 3.08% | 7 |
|
|
2022
Q3 | $3.26M | Buy |
19,793
+278
| +1% | +$45.8K | 3.05% | 6 |
|
|
2022
Q2 | $3.31M | Sell |
19,515
-3,422
| -15% | -$580K | 2.9% | 7 |
|
|
2022
Q1 | $4.71M | Buy |
22,937
+249
| +1% | +$51.1K | 3.42% | 6 |
|
|
2021
Q4 | $5.05M | Buy |
22,688
+820
| +4% | +$182K | 3.4% | 5 |
|
|
2021
Q3 | $4.78M | Buy |
21,868
+666
| +3% | +$146K | 3.39% | 4 |
|
|
2021
Q2 | $4.86M | Buy |
21,202
+276
| +1% | +$63.3K | 3.43% | 4 |
|
|
2021
Q1 | $4.62M | Buy |
20,926
+2,977
| +17% | +$658K | 3.53% | 4 |
|
|
2020
Q4 | $3.52M | Buy |
17,949
+6,276
| +54% | +$1.23M | 2.83% | 7 |
|
|
2020
Q3 | $1.75M | Sell |
11,673
-239
| -2% | -$35.8K | 1.57% | 23 |
|
|
2020
Q2 | $1.71M | Buy |
11,912
+575
| +5% | +$82.4K | 1.61% | 21 |
|
|
2020
Q1 | $1.3M | Buy |
11,337
+298
| +3% | +$34.1K | 1.41% | 24 |
|
|
2019
Q4 | $1.83M | Buy |
+11,039
| New | +$1.83M | 1.77% | 19 |
|