Atlas Private Wealth 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 | $802K | Buy |
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|
2025
Q1 | $706K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $848K | Sell |
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|
2024
Q2 | $888K | Buy |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $800K | Buy |
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|
2021
Q2 | $808K | Buy |
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|
2021
Q1 | $745K | Sell |
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|
2020
Q4 | $680K | Sell |
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|
2020
Q3 | $538K | Sell |
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|
2020
Q2 | $584K | Buy |
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