AWM
Atticus Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
8,498
-1,776
| -17% | -$383K | 0.5% | 34 |
|
|
2025
Q1 | $2.05M | Sell |
10,274
-25,962
| -72% | -$5.18M | 0.67% | 27 |
|
|
2024
Q4 | $8.01M | Buy |
36,236
+650
| +2% | +$144K | 2.49% | 8 |
|
|
2024
Q3 | $7.86M | Buy |
35,586
+432
| +1% | +$95.4K | 2.52% | 8 |
|
|
2024
Q2 | $7.13M | Buy |
35,154
+306
| +0.9% | +$62.1K | 2.33% | 8 |
|
|
2024
Q1 | $7.33M | Buy |
34,848
+2,361
| +7% | +$497K | 2.4% | 9 |
|
|
2023
Q4 | $6.52M | Buy |
32,487
+3,977
| +14% | +$798K | 2.3% | 9 |
|
|
2023
Q3 | $5.04M | Sell |
28,510
-263
| -0.9% | -$46.5K | 1.93% | 11 |
|
|
2023
Q2 | $5.39M | Buy |
28,773
+136
| +0.5% | +$25.5K | 1.99% | 11 |
|
|
2023
Q1 | $5.11M | Sell |
28,637
-4,060
| -12% | -$724K | 1.95% | 11 |
|
|
2022
Q4 | $5.7M | Buy |
32,697
+7,425
| +29% | +$1.29M | 2.34% | 9 |
|
|
2022
Q3 | $4.28M | Hold |
25,272
| – | – | 2.07% | 9 |
|
|
2022
Q2 | $4.28M | Sell |
25,272
-2,019
| -7% | -$342K | 1.78% | 12 |
|
|
2022
Q1 | $5.6M | Buy |
27,291
+434
| +2% | +$89.1K | 2.05% | 13 |
|
|
2021
Q4 | $5.97M | Buy |
26,857
+1,062
| +4% | +$236K | 2.33% | 11 |
|
|
2021
Q3 | $5.64M | Sell |
25,795
-3,598
| -12% | -$787K | 2.48% | 10 |
|
|
2021
Q2 | $6.74M | Buy |
29,393
+2,657
| +10% | +$609K | 2.94% | 8 |
|
|
2021
Q1 | $5.91M | Buy |
26,736
+15,656
| +141% | +$3.46M | 2.81% | 8 |
|
|
2020
Q4 | $2.17M | Buy |
11,080
+3,429
| +45% | +$672K | 1.09% | 23 |
|
|
2020
Q3 | $1.15M | Buy |
7,651
+1,953
| +34% | +$293K | 0.68% | 35 |
|
|
2020
Q2 | $816K | Sell |
5,698
-17,752
| -76% | -$2.54M | 0.54% | 40 |
|
|
2020
Q1 | $2.68M | Sell |
23,450
-3,303
| -12% | -$378K | 2.16% | 13 |
|
|
2019
Q4 | $4.43M | Buy |
+26,753
| New | +$4.43M | 2.83% | 9 |
|