APA
American Portfolios Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.74M | Sell |
40,864
-15
| -0% | -$2.47K | 0.29% | 62 |
|
|
2022
Q2 | $6.92M | Sell |
40,879
-2,906
| -7% | -$492K | 0.28% | 60 |
|
|
2022
Q1 | $8.99M | Buy |
43,785
+1,348
| +3% | +$277K | 0.31% | 55 |
|
|
2021
Q4 | $9.44M | Buy |
42,437
+775
| +2% | +$172K | 0.32% | 49 |
|
|
2021
Q3 | $9.11M | Sell |
41,662
-18,026
| -30% | -$3.94M | 0.34% | 50 |
|
|
2021
Q2 | $13.7M | Buy |
59,688
+581
| +1% | +$133K | 0.53% | 23 |
|
|
2021
Q1 | $13.1M | Buy |
59,107
+19,890
| +51% | +$4.39M | 0.57% | 21 |
|
|
2020
Q4 | $7.69M | Buy |
39,217
+1,377
| +4% | +$270K | 0.39% | 39 |
|
|
2020
Q3 | $5.67M | Buy |
37,840
+1,911
| +5% | +$286K | 0.33% | 57 |
|
|
2020
Q2 | $5.14M | Buy |
35,929
+2,613
| +8% | +$374K | 0.34% | 60 |
|
|
2020
Q1 | $3.81M | Sell |
33,316
-88
| -0.3% | -$10.1K | 0.32% | 66 |
|
|
2019
Q4 | $5.53M | Buy |
33,404
+1,235
| +4% | +$205K | 0.39% | 52 |
|
|
2019
Q3 | $4.87M | Sell |
32,169
-241
| -0.7% | -$36.5K | 0.4% | 50 |
|
|
2019
Q2 | $5.04M | Buy |
32,410
+607
| +2% | +$94.4K | 0.42% | 44 |
|
|
2019
Q1 | $4.87M | Sell |
31,803
-4,550
| -13% | -$697K | 0.46% | 43 |
|
|
2018
Q4 | $4.87M | Buy |
36,353
+1,828
| +5% | +$245K | 0.6% | 32 |
|
|
2018
Q3 | $5.82M | Buy |
34,525
+8,392
| +32% | +$1.41M | 0.67% | 24 |
|
|
2018
Q2 | $4.28M | Buy |
26,133
+2,182
| +9% | +$357K | 0.58% | 28 |
|
|
2018
Q1 | $3.64M | Buy |
23,951
+1,320
| +6% | +$200K | 0.54% | 33 |
|
|
2017
Q4 | $3.45M | Buy |
+22,631
| New | +$3.45M | 0.55% | 32 |
|