Argent 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 | $11.3M | Buy |
52,459
+989
| +2% | +$213K | 3.5% | 5 |
|
|
2025
Q1 | $10.3M | Sell |
51,470
-1,129
| -2% | -$225K | 3.44% | 5 |
|
|
2024
Q4 | $11.6M | Buy |
52,599
+1,058
| +2% | +$234K | 4.31% | 5 |
|
|
2024
Q3 | $11.4M | Buy |
51,541
+1,441
| +3% | +$318K | 4.23% | 5 |
|
|
2024
Q2 | $10.2M | Sell |
50,100
-859
| -2% | -$174K | 4.04% | 6 |
|
|
2024
Q1 | $10.7M | Buy |
50,959
+9,540
| +23% | +$2.01M | 4.24% | 5 |
|
|
2023
Q4 | $8.31M | Sell |
41,419
-904
| -2% | -$181K | 3.64% | 7 |
|
|
2023
Q3 | $7.48M | Sell |
42,323
-975
| -2% | -$172K | 3.42% | 8 |
|
|
2023
Q2 | $8.11M | Buy |
43,298
+1,204
| +3% | +$225K | 3.72% | 7 |
|
|
2023
Q1 | $7.51M | Sell |
42,094
-321
| -0.8% | -$57.3K | 3.59% | 7 |
|
|
2022
Q4 | $7.4M | Sell |
42,415
-284
| -0.7% | -$49.5K | 3.83% | 6 |
|
|
2022
Q3 | $7.04M | Sell |
42,699
-415
| -1% | -$68.5K | 4.11% | 5 |
|
|
2022
Q2 | $7.3M | Buy |
43,114
+2,211
| +5% | +$374K | 4.11% | 6 |
|
|
2022
Q1 | $8.4M | Buy |
40,903
+2,407
| +6% | +$494K | 4.5% | 4 |
|
|
2021
Q4 | $8.56M | Buy |
38,496
+1,671
| +5% | +$372K | 4.62% | 5 |
|
|
2021
Q3 | $8.06M | Buy |
36,825
+4,074
| +12% | +$891K | 4.62% | 5 |
|
|
2021
Q2 | $7.51M | Buy |
32,751
+716
| +2% | +$164K | 4.56% | 5 |
|
|
2021
Q1 | $7.08M | Buy |
32,035
+1,115
| +4% | +$246K | 4.55% | 5 |
|
|
2020
Q4 | $6.06M | Buy |
+30,920
| New | +$6.06M | 3.71% | 5 |
|