AWAG
ARS Wealth Advisors Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
1,233
-83
| -6% | -$17.9K | 0.03% | 144 |
|
|
2025
Q1 | $263K | Sell |
1,316
-186
| -12% | -$37.1K | 0.04% | 132 |
|
|
2024
Q4 | $332K | Buy |
1,502
+1
| +0.1% | +$221 | 0.05% | 113 |
|
|
2024
Q3 | $332K | Buy |
1,501
+85
| +6% | +$18.8K | 0.04% | 127 |
|
|
2024
Q2 | $287K | Hold |
1,416
| – | – | 0.04% | 131 |
|
|
2024
Q1 | $298K | Buy |
1,416
+30
| +2% | +$6.31K | 0.04% | 129 |
|
|
2023
Q4 | $278K | Hold |
1,386
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $245K | Sell |
1,386
-52
| -4% | -$9.19K | 0.04% | 129 |
|
|
2023
Q2 | $269K | Sell |
1,438
-493
| -26% | -$92.3K | 0.04% | 125 |
|
|
2023
Q1 | $344K | Buy |
1,931
+473
| +32% | +$84.4K | 0.06% | 94 |
|
|
2022
Q4 | $254K | Buy |
1,458
+5
| +0.3% | +$872 | 0.04% | 118 |
|
|
2022
Q3 | $240K | Sell |
1,453
-1,510
| -51% | -$249K | 0.04% | 133 |
|
|
2022
Q2 | $502K | Buy |
2,963
+1,275
| +76% | +$216K | 0.07% | 105 |
|
|
2022
Q1 | $346K | Buy |
1,688
+470
| +39% | +$96.3K | 0.06% | 92 |
|
|
2021
Q4 | $271K | Buy |
+1,218
| New | +$271K | 0.05% | 115 |
|