APWA
Atlas Private Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
3,717
+176
| +5% | +$38K | 0.1% | 95 |
|
|
2025
Q1 | $706K | Sell |
3,541
-129
| -4% | -$25.7K | 0.1% | 92 |
|
|
2024
Q4 | $811K | Sell |
3,670
-169
| -4% | -$37.3K | 0.12% | 80 |
|
|
2024
Q3 | $848K | Sell |
3,839
-540
| -12% | -$119K | 0.12% | 73 |
|
|
2024
Q2 | $888K | Buy |
4,379
+1,945
| +80% | +$395K | 0.14% | 68 |
|
|
2024
Q1 | $512K | Sell |
2,434
-2,617
| -52% | -$551K | 0.17% | 58 |
|
|
2023
Q4 | $1.01M | Sell |
5,051
-1,074
| -18% | -$216K | 0.19% | 54 |
|
|
2023
Q3 | $1.08M | Buy |
6,125
+259
| +4% | +$45.8K | 0.2% | 74 |
|
|
2023
Q2 | $1.1M | Buy |
5,866
+2,903
| +98% | +$544K | 0.22% | 71 |
|
|
2023
Q1 | $529K | Sell |
2,963
-286
| -9% | -$51K | 0.24% | 75 |
|
|
2022
Q4 | $567K | Sell |
3,249
-120
| -4% | -$20.9K | 0.3% | 71 |
|
|
2022
Q3 | $556K | Sell |
3,369
-47
| -1% | -$7.76K | 0.33% | 75 |
|
|
2022
Q2 | $578K | Buy |
3,416
+48
| +1% | +$8.12K | 0.35% | 75 |
|
|
2022
Q1 | $691K | Sell |
3,368
-61
| -2% | -$12.5K | 0.31% | 72 |
|
|
2021
Q4 | $763K | Sell |
3,429
-226
| -6% | -$50.3K | 0.35% | 67 |
|
|
2021
Q3 | $800K | Buy |
3,655
+133
| +4% | +$29.1K | 0.42% | 53 |
|
|
2021
Q2 | $808K | Buy |
3,522
+148
| +4% | +$34K | 0.44% | 47 |
|
|
2021
Q1 | $745K | Sell |
3,374
-97
| -3% | -$21.4K | 0.42% | 50 |
|
|
2020
Q4 | $680K | Sell |
3,471
-122
| -3% | -$23.9K | 0.46% | 47 |
|
|
2020
Q3 | $538K | Sell |
3,593
-487
| -12% | -$72.9K | 0.45% | 48 |
|
|
2020
Q2 | $584K | Buy |
+4,080
| New | +$584K | 0.52% | 44 |
|