Atlas Capital Advisors’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
Q2 | $370K | Sell |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $159K | Sell |
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|
2023
Q4 | $168K | Hold |
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|
2023
Q3 | $148K | Hold |
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|
2023
Q2 | $157K | Sell |
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|
2023
Q1 | $153K | Sell |
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|
2022
Q4 | $167K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $551K | Sell |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $199K | Buy |
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|
2020
Q4 | $129K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $65.7K | Sell |
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|
2020
Q1 | $885K | Buy |
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|
2019
Q4 | $171K | Buy |
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|
2019
Q3 | $95.9K | Sell |
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|
2019
Q2 | $152K | Buy |
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