ALWM
Andrews Lucia Wealth 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 | $770K | Hold |
3,570
| – | – | 0.5% | 19 |
|
|
2025
Q1 | $789K | Hold |
3,570
| – | – | 0.53% | 17 |
|
|
2024
Q4 | $789K | Hold |
3,570
| – | – | 0.53% | 17 |
|
|
2024
Q3 | $724K | Sell |
3,570
-3,570
| -50% | -$724K | 0.51% | 18 |
|
|
2024
Q2 | $1.48M | Buy |
7,140
+3,570
| +100% | +$738K | 1.03% | 13 |
|
|
2024
Q1 | $751K | Hold |
3,570
| – | – | 0.53% | 17 |
|
|
2023
Q4 | $717K | Hold |
3,570
| – | – | 0.55% | 17 |
|
|
2023
Q3 | $631K | Hold |
3,570
| – | – | 0.54% | 17 |
|
|
2023
Q2 | $669K | Hold |
3,570
| – | – | 0.56% | 17 |
|
|
2023
Q1 | $637K | Hold |
3,570
| – | – | 0.56% | 17 |
|
|
2022
Q4 | $622K | Sell |
3,570
-275
| -7% | -$47.9K | 0.58% | 16 |
|
|
2022
Q3 | $634K | Hold |
3,845
| – | – | 0.67% | 16 |
|
|
2022
Q2 | $789K | Hold |
3,845
| – | – | 0.75% | 14 |
|
|
2022
Q1 | $855K | Hold |
3,845
| – | – | 0.77% | 15 |
|
|
2021
Q4 | $855K | Buy |
+3,845
| New | +$855K | 0.77% | 13 |
|