Archford Capital Strategies’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
Q3 | $1.66M | Sell |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.77M | Hold |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.32M | Hold |
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|
2021
Q3 | $1.3M | Hold |
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|
2021
Q2 | $1.36M | Hold |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $889K | Sell |
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|
2020
Q2 | $907K | Sell |
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|
2020
Q1 | $771K | Buy |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $941K | Hold |
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|
2019
Q2 | $966K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $947K | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.35M | Buy |
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|
2017
Q2 | $1.26M | Buy |
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|
2017
Q1 | $1.18M | Buy |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | $890K | Buy |
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|
2016
Q2 | $795K | Buy |
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|
2016
Q1 | $763K | Buy |
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|
2015
Q4 | $394K | Buy |
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|
2015
Q3 | $171K | Sell |
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|
2015
Q2 | $197K | Buy |
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|
2015
Q1 | $6.84K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $15K | Sell |
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|
2014
Q2 | $16.6K | Sell |
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|
2014
Q1 | $30.9K | Buy |
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