AmeriServ Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Buy |
+30,421
| New | +$6.56M | 3.24% | 8 |
|
|
2025
Q1 | – | Sell |
-4,598
| Closed | -$1.02M | – | 67 |
|
|
2024
Q4 | $1.02M | Buy |
+4,598
| New | +$1.02M | 0.55% | 24 |
|
|
2014
Q1 | – | Sell |
-4,290
| Closed | -$495K | – | 154 |
|
|
2013
Q4 | $495K | Hold |
4,290
| – | – | 0.3% | 100 |
|
|
2013
Q3 | $457K | Hold |
4,290
| – | – | 0.29% | 105 |
|
|
2013
Q2 | $416K | Buy |
+4,290
| New | +$416K | 0.27% | 108 |
|