AA
Apriem Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
8,171
+509
| +7% | +$110K | 0.19% | 68 |
|
|
2025
Q1 | $1.53M | Buy |
7,662
+193
| +3% | +$38.5K | 0.18% | 68 |
|
|
2024
Q4 | $1.65M | Buy |
7,469
+660
| +10% | +$146K | 0.19% | 66 |
|
|
2024
Q3 | $1.5M | Buy |
6,809
+262
| +4% | +$57.9K | 0.18% | 63 |
|
|
2024
Q2 | $1.33M | Buy |
6,547
+318
| +5% | +$64.5K | 0.16% | 68 |
|
|
2024
Q1 | $1.31M | Buy |
6,229
+1,704
| +38% | +$358K | 0.16% | 63 |
|
|
2023
Q4 | $908K | Buy |
4,525
+1,110
| +33% | +$223K | 0.12% | 75 |
|
|
2023
Q3 | $604K | Buy |
3,415
+725
| +27% | +$128K | 0.09% | 84 |
|
|
2023
Q2 | $504K | Buy |
2,690
+925
| +52% | +$173K | 0.08% | 94 |
|
|
2023
Q1 | $315K | Sell |
1,765
-200
| -10% | -$35.7K | 0.05% | 114 |
|
|
2022
Q4 | $343K | Sell |
1,965
-18
| -0.9% | -$3.14K | 0.06% | 112 |
|
|
2022
Q3 | $327K | Buy |
1,983
+628
| +46% | +$104K | 0.06% | 109 |
|
|
2022
Q2 | $229K | Sell |
1,355
-1,360
| -50% | -$230K | 0.04% | 123 |
|
|
2022
Q1 | $557K | Sell |
2,715
-115
| -4% | -$23.6K | 0.08% | 89 |
|
|
2021
Q4 | $630K | Buy |
2,830
+220
| +8% | +$49K | 0.09% | 84 |
|
|
2021
Q3 | $571K | Buy |
2,610
+400
| +18% | +$87.5K | 0.08% | 84 |
|
|
2021
Q2 | $507K | Buy |
2,210
+328
| +17% | +$75.2K | 0.08% | 89 |
|
|
2021
Q1 | $416K | Buy |
1,882
+302
| +19% | +$66.8K | 0.06% | 95 |
|
|
2020
Q4 | $310K | Buy |
+1,580
| New | +$310K | 0.06% | 102 |
|
|
2020
Q1 | – | Sell |
-1,525
| Closed | -$253K | – | 125 |
|
|
2019
Q4 | $253K | Buy |
+1,525
| New | +$253K | 0.05% | 115 |
|
|
2018
Q3 | – | Sell |
-784
| Closed | -$128K | – | 254 |
|
|
2018
Q2 | $128K | Buy |
+784
| New | +$128K | 0.03% | 153 |
|
|
2017
Q3 | – | Sell |
-1,746
| Closed | -$246K | – | 148 |
|
|
2017
Q2 | $246K | Sell |
1,746
-954
| -35% | -$134K | 0.07% | 113 |
|
|
2017
Q1 | $371K | Sell |
2,700
-1,085
| -29% | -$149K | 0.1% | 82 |
|
|
2016
Q4 | $510K | Buy |
3,785
+1,034
| +38% | +$139K | 0.15% | 68 |
|
|
2016
Q3 | $342K | Buy |
2,751
+51
| +2% | +$6.34K | 0.1% | 83 |
|
|
2016
Q2 | $310K | Sell |
2,700
-251
| -9% | -$28.8K | 0.1% | 83 |
|
|
2016
Q1 | $326K | Buy |
2,951
+168
| +6% | +$18.6K | 0.13% | 72 |
|
|
2015
Q4 | $313K | Buy |
2,783
+11
| +0.4% | +$1.24K | 0.11% | 72 |
|
|
2015
Q3 | $303K | Buy |
2,772
+2,000
| +259% | +$219K | 0.11% | 71 |
|
|
2015
Q2 | $96K | Sell |
772
-102
| -12% | -$12.7K | 0.03% | 140 |
|
|
2015
Q1 | $109K | Buy |
874
+122
| +16% | +$15.2K | 0.04% | 138 |
|
|
2014
Q4 | $90K | Buy |
752
+502
| +201% | +$60.1K | 0.03% | 143 |
|
|
2014
Q3 | $27K | Sell |
250
-7,750
| -97% | -$837K | 0.01% | 266 |
|
|
2014
Q2 | $950K | Hold |
8,000
| – | – | 0.36% | 59 |
|
|
2014
Q1 | $931K | Hold |
8,000
| – | – | 0.35% | 62 |
|
|
2013
Q4 | $923K | Hold |
8,000
| – | – | 0.36% | 59 |
|
|
2013
Q3 | $853K | Hold |
8,000
| – | – | 0.37% | 55 |
|
|
2013
Q2 | $776K | Buy |
+8,000
| New | +$776K | 0.38% | 58 |
|