APW
Atlantic Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
686
+169
| +33% | +$36.5K | 0.1% | 58 |
|
|
2025
Q1 | $103K | Hold |
517
| – | – | 0.08% | 77 |
|
|
2024
Q4 | $114K | Buy |
517
+1
| +0.2% | +$221 | 0.09% | 61 |
|
|
2024
Q3 | $114K | Sell |
516
-1
| -0.2% | -$221 | 0.09% | 58 |
|
|
2024
Q2 | $105K | Hold |
517
| – | – | 0.09% | 49 |
|
|
2024
Q1 | $109K | Hold |
517
| – | – | 0.09% | 51 |
|
|
2023
Q4 | $104K | Hold |
517
| – | – | 0.09% | 49 |
|
|
2023
Q3 | $91.3K | Sell |
517
-466
| -47% | -$82.3K | 0.09% | 45 |
|
|
2023
Q2 | $184K | Hold |
983
| – | – | 0.19% | 34 |
|
|
2023
Q1 | $175K | Buy |
+983
| New | +$175K | 0.18% | 33 |
|
|
2022
Q2 | – | Sell |
-1,033
| Closed | -$212K | – | 38 |
|
|
2022
Q1 | $212K | Hold |
1,033
| – | – | 0.2% | 40 |
|
|
2021
Q4 | $230K | Buy |
+1,033
| New | +$230K | 0.2% | 39 |
|