Armor Investment 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 | $227K | Hold |
1,053
| – | – | 0.09% | 93 |
|
2025
Q1 | $210K | Hold |
1,053
| – | – | 0.09% | 95 |
|
2024
Q4 | $233K | Sell |
1,053
-476
| -31% | -$105K | 0.1% | 89 |
|
2024
Q3 | $338K | Hold |
1,529
| – | – | 0.14% | 81 |
|
2024
Q2 | $310K | Hold |
1,529
| – | – | 0.14% | 84 |
|
2024
Q1 | $322K | Buy |
1,529
+20
| +1% | +$4.21K | 0.15% | 84 |
|
2023
Q4 | $303K | Hold |
1,509
| – | – | 0.16% | 89 |
|
2023
Q3 | $267K | Buy |
1,509
+604
| +67% | +$107K | 0.16% | 91 |
|
2023
Q2 | $169K | Sell |
905
-4
| -0.4% | -$749 | 0.1% | 102 |
|
2023
Q1 | $162K | Buy |
909
+4
| +0.4% | +$714 | 0.09% | 112 |
|
2022
Q4 | $158K | Hold |
905
| – | – | 0.1% | 116 |
|
2022
Q3 | $149K | Hold |
905
| – | – | 0.1% | 114 |
|
2022
Q2 | $153K | Hold |
905
| – | – | 0.1% | 114 |
|
2022
Q1 | $186K | Hold |
905
| – | – | 0.11% | 114 |
|
2021
Q4 | $201K | Sell |
905
-20
| -2% | -$4.44K | 0.11% | 114 |
|
2021
Q3 | $202K | Hold |
925
| – | – | 0.13% | 116 |
|
2021
Q2 | $212K | Hold |
925
| – | – | 0.13% | 117 |
|
2021
Q1 | $204K | Hold |
925
| – | – | 0.13% | 113 |
|
2020
Q4 | $181K | Hold |
925
| – | – | 0.13% | 113 |
|
2020
Q3 | $139K | Hold |
925
| – | – | 0.12% | 100 |
|
2020
Q2 | $132K | Hold |
925
| – | – | 0.11% | 104 |
|
2020
Q1 | $106K | Buy |
925
+20
| +2% | +$2.29K | 0.11% | 99 |
|
2019
Q4 | $150K | Hold |
905
| – | – | 0.12% | 113 |
|
2019
Q3 | $137K | Hold |
905
| – | – | 0.11% | 108 |
|
2019
Q2 | $141K | Hold |
905
| – | – | 0.12% | 109 |
|
2019
Q1 | $139K | Sell |
905
-6
| -0.7% | -$922 | 0.12% | 108 |
|
2018
Q4 | $122K | Hold |
911
| – | – | 0.12% | 98 |
|
2018
Q3 | $154K | Hold |
911
| – | – | 0.14% | 105 |
|
2018
Q2 | $149K | Hold |
911
| – | – | 0.13% | 106 |
|
2018
Q1 | $138K | Hold |
911
| – | – | 0.13% | 106 |
|
2017
Q4 | $139K | Hold |
911
| – | – | 0.13% | 102 |
|
2017
Q3 | $135K | Hold |
911
| – | – | 0.13% | 102 |
|
2017
Q2 | $128K | Hold |
911
| – | – | 0.13% | 96 |
|
2017
Q1 | $125K | Hold |
911
| – | – | 0.12% | 100 |
|
2016
Q4 | $123K | Buy |
+911
| New | +$123K | 0.13% | 100 |
|