Aptus Capital 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 | $4.78M | Buy |
22,130
+18
| +0.1% | +$3.88K | 0.04% | 293 |
|
|
2025
Q1 | $4.41M | Sell |
22,112
-57
| -0.3% | -$11.4K | 0.05% | 292 |
|
|
2024
Q4 | $4.9M | Buy |
22,169
+2,183
| +11% | +$482K | 0.05% | 267 |
|
|
2024
Q3 | $4.41M | Buy |
19,986
+18,731
| +1,493% | +$4.14M | 0.07% | 223 |
|
|
2024
Q2 | $255K | Sell |
1,255
-2,993
| -70% | -$607K | ﹤0.01% | 659 |
|
|
2024
Q1 | $893K | Buy |
4,248
+723
| +21% | +$152K | 0.02% | 403 |
|
|
2023
Q4 | $708K | Sell |
3,525
-663
| -16% | -$133K | 0.02% | 326 |
|
|
2023
Q3 | $740K | Buy |
4,188
+3,109
| +288% | +$549K | 0.02% | 328 |
|
|
2023
Q2 | $202K | Sell |
1,079
-16
| -1% | -$3K | ﹤0.01% | 472 |
|
|
2023
Q1 | $195K | Buy |
1,095
+474
| +76% | +$84.6K | 0.01% | 468 |
|
|
2022
Q4 | $108K | Sell |
621
-940
| -60% | -$164K | ﹤0.01% | 522 |
|
|
2022
Q3 | $258K | Sell |
1,561
-346
| -18% | -$57.2K | 0.01% | 402 |
|
|
2022
Q2 | $323K | Buy |
1,907
+115
| +6% | +$19.5K | 0.01% | 307 |
|
|
2022
Q1 | $368K | Buy |
1,792
+2
| +0.1% | +$411 | 0.01% | 327 |
|
|
2021
Q4 | $398K | Buy |
1,790
+398
| +29% | +$88.5K | 0.01% | 286 |
|
|
2021
Q3 | $305K | Buy |
1,392
+365
| +36% | +$80K | 0.01% | 295 |
|
|
2021
Q2 | $214K | Buy |
1,027
+277
| +37% | +$57.7K | 0.01% | 332 |
|
|
2021
Q1 | $166K | Buy |
750
+320
| +74% | +$70.8K | 0.01% | 325 |
|
|
2020
Q4 | $84K | Sell |
430
-554
| -56% | -$108K | ﹤0.01% | 326 |
|
|
2020
Q3 | $147K | Buy |
984
+558
| +131% | +$83.4K | 0.01% | 283 |
|
|
2020
Q2 | $62K | Hold |
426
| – | – | ﹤0.01% | 298 |
|
|
2020
Q1 | $58K | Hold |
426
| – | – | 0.01% | 290 |
|
|
2019
Q4 | $66K | Buy |
426
+314
| +280% | +$48.6K | ﹤0.01% | 334 |
|
|
2019
Q3 | $16K | Buy |
+112
| New | +$16K | ﹤0.01% | 385 |
|