AIA
Arcadia Investment 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 | $9.88M | Buy |
45,776
+1,788
| +4% | +$386K | 5.12% | 6 |
|
|
2025
Q1 | $8.78M | Buy |
43,988
+242
| +0.6% | +$48.3K | 4.91% | 7 |
|
|
2024
Q4 | $9.67M | Sell |
43,746
-565
| -1% | -$125K | 5.27% | 6 |
|
|
2024
Q3 | $9.79M | Buy |
44,311
+654
| +1% | +$144K | 5.25% | 7 |
|
|
2024
Q2 | $8.86M | Buy |
43,657
+789
| +2% | +$160K | 5.03% | 7 |
|
|
2024
Q1 | $9.02M | Sell |
42,868
-402
| -0.9% | -$84.5K | 5.15% | 8 |
|
|
2023
Q4 | $8.68M | Buy |
43,270
+1,969
| +5% | +$395K | 5.24% | 8 |
|
|
2023
Q3 | $7.3M | Buy |
41,301
+627
| +2% | +$111K | 4.83% | 6 |
|
|
2023
Q2 | $7.62M | Buy |
40,674
+1,105
| +3% | +$207K | 4.99% | 7 |
|
|
2023
Q1 | $7.06M | Sell |
39,569
-1,427
| -3% | -$255K | 4.85% | 7 |
|
|
2022
Q4 | $7.15M | Buy |
40,996
+940
| +2% | +$164K | 4.99% | 7 |
|
|
2022
Q3 | $6.61M | Buy |
40,056
+1,175
| +3% | +$194K | 4.99% | 7 |
|
|
2022
Q2 | $6.58M | Buy |
38,881
+1,569
| +4% | +$266K | 4.84% | 7 |
|
|
2022
Q1 | $7.66M | Sell |
37,312
-658
| -2% | -$135K | 4.65% | 7 |
|
|
2021
Q4 | $8.45M | Buy |
37,970
+396
| +1% | +$88.1K | 4.32% | 7 |
|
|
2021
Q3 | $8.22M | Buy |
37,574
+248
| +0.7% | +$54.3K | 4.43% | 6 |
|
|
2021
Q2 | $8.56M | Sell |
37,326
-3,977
| -10% | -$912K | 4.57% | 7 |
|
|
2021
Q1 | $9.13M | Sell |
41,303
-2,231
| -5% | -$493K | 5.01% | 7 |
|
|
2020
Q4 | $8.54M | Buy |
43,534
+2,445
| +6% | +$479K | 4.87% | 8 |
|
|
2020
Q3 | $6.15M | Sell |
41,089
-2,701
| -6% | -$405K | 3.93% | 8 |
|
|
2020
Q2 | $6.27M | Buy |
43,790
+4,695
| +12% | +$672K | 4.26% | 7 |
|
|
2020
Q1 | $4.47M | Sell |
39,095
-1,014
| -3% | -$116K | 3.55% | 13 |
|
|
2019
Q4 | $6.64M | Sell |
40,109
-2,039
| -5% | -$338K | 4.36% | 9 |
|
|
2019
Q3 | $6.38M | Buy |
42,148
+79
| +0.2% | +$12K | 4.3% | 9 |
|
|
2019
Q2 | $6.54M | Buy |
42,069
+1,098
| +3% | +$171K | 4.44% | 9 |
|
|
2019
Q1 | $6.27M | Buy |
40,971
+4,726
| +13% | +$724K | 4.72% | 9 |
|
|
2018
Q4 | $4.85M | Sell |
36,245
-1,229
| -3% | -$165K | 4.26% | 11 |
|
|
2018
Q3 | $6.32M | Buy |
37,474
+1,236
| +3% | +$208K | 4.91% | 9 |
|
|
2018
Q2 | $5.93M | Buy |
36,238
+349
| +1% | +$57.2K | 4.7% | 9 |
|
|
2018
Q1 | $5.45M | Buy |
35,889
+810
| +2% | +$123K | 4.66% | 9 |
|
|
2017
Q4 | $5.35M | Buy |
+35,079
| New | +$5.35M | 4.57% | 9 |
|