AWM
Aprio 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 | $1.11M | Sell |
5,147
-532
| -9% | -$115K | 0.13% | 101 |
|
|
2025
Q1 | $1.13M | Buy |
5,679
+65
| +1% | +$13K | 0.14% | 99 |
|
|
2024
Q4 | $1.24M | Buy |
5,614
+166
| +3% | +$36.7K | 0.18% | 74 |
|
|
2024
Q3 | $1.2M | Sell |
5,448
-223
| -4% | -$49.3K | 0.19% | 70 |
|
|
2024
Q2 | $1.15M | Sell |
5,671
-632
| -10% | -$128K | 0.21% | 62 |
|
|
2024
Q1 | $1.33M | Buy |
6,303
+318
| +5% | +$66.9K | 0.26% | 47 |
|
|
2023
Q4 | $1.2M | Sell |
5,985
-10,723
| -64% | -$2.15M | 0.27% | 45 |
|
|
2023
Q3 | $2.95M | Buy |
16,708
+11,063
| +196% | +$1.96M | 0.81% | 25 |
|
|
2023
Q2 | $1.06M | Sell |
5,645
-1,105
| -16% | -$207K | 0.29% | 43 |
|
|
2023
Q1 | $1.2M | Buy |
6,750
+829
| +14% | +$148K | 0.37% | 33 |
|
|
2022
Q4 | $1.03M | Sell |
5,921
-15,665
| -73% | -$2.73M | 0.36% | 33 |
|
|
2022
Q3 | $3.56M | Buy |
21,586
+19,986
| +1,249% | +$3.3M | 1.43% | 19 |
|
|
2022
Q2 | $271K | Sell |
1,600
-134
| -8% | -$22.7K | 0.11% | 80 |
|
|
2022
Q1 | $356K | Sell |
1,734
-2,516
| -59% | -$517K | 0.14% | 61 |
|
|
2021
Q4 | $945K | Sell |
4,250
-8,702
| -67% | -$1.93M | 0.4% | 36 |
|
|
2021
Q3 | $2.83M | Sell |
12,952
-489
| -4% | -$107K | 1.29% | 19 |
|
|
2021
Q2 | $3.08M | Buy |
+13,441
| New | +$3.08M | 1.46% | 14 |
|
|
2020
Q4 | $2.93M | Buy |
14,962
+6,350
| +74% | +$1.24M | 1.94% | 11 |
|
|
2020
Q3 | $1.29M | Buy |
+8,612
| New | +$1.29M | 0.92% | 21 |
|
|
2020
Q1 | – | Sell |
-41,159
| Closed | -$6.82M | – | 69 |
|
|
2019
Q4 | $6.82M | Buy |
+41,159
| New | +$6.82M | 5.03% | 5 |
|