Apriem Advisors’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 | $1.76M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $908K | Buy |
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|
2023
Q3 | $604K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $630K | Buy |
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|
2021
Q3 | $571K | Buy |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $128K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $510K | Buy |
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|
2016
Q3 | $342K | Buy |
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|
2016
Q2 | $310K | Sell |
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|
2016
Q1 | $326K | Buy |
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|
2015
Q4 | $313K | Buy |
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|
2015
Q3 | $303K | Buy |
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|
2015
Q2 | $96K | Sell |
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|
2015
Q1 | $109K | Buy |
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|
2014
Q4 | $90K | Buy |
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|
2014
Q3 | $27K | Sell |
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|
2014
Q2 | $950K | Hold |
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|
2014
Q1 | $931K | Hold |
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|
2013
Q4 | $923K | Hold |
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|
2013
Q3 | $853K | Hold |
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|
2013
Q2 | $776K | Buy |
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