Aurora Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
1,831
-4
| -0.2% | -$863 | 0.29% | 87 |
|
|
2025
Q1 | $366K | Buy |
1,835
+165
| +10% | +$32.9K | 0.29% | 87 |
|
|
2024
Q4 | $369K | Sell |
1,670
-213
| -11% | -$47.1K | 0.28% | 90 |
|
|
2024
Q3 | $416K | Buy |
1,883
+231
| +14% | +$51K | 0.33% | 82 |
|
|
2024
Q2 | $335K | Sell |
1,652
-21
| -1% | -$4.26K | 0.29% | 88 |
|
|
2024
Q1 | $349K | Sell |
1,673
-30
| -2% | -$6.26K | 0.3% | 85 |
|
|
2023
Q4 | $342K | Buy |
1,703
+75
| +5% | +$15.1K | 0.32% | 83 |
|
|
2023
Q3 | $288K | Buy |
1,628
+206
| +14% | +$36.4K | 0.32% | 90 |
|
|
2023
Q2 | $266K | Sell |
1,422
-186
| -12% | -$34.8K | 0.3% | 93 |
|
|
2023
Q1 | $287K | Sell |
1,608
-137
| -8% | -$24.5K | 0.31% | 101 |
|
|
2022
Q4 | $304K | Sell |
1,745
-892
| -34% | -$155K | 0.35% | 85 |
|
|
2022
Q3 | $435K | Buy |
2,637
+89
| +3% | +$14.7K | 0.2% | 79 |
|
|
2022
Q2 | $431K | Sell |
2,548
-2,287
| -47% | -$387K | 0.19% | 85 |
|
|
2022
Q1 | $992K | Buy |
4,835
+6
| +0.1% | +$1.23K | 0.41% | 48 |
|
|
2021
Q4 | $1.07M | Sell |
4,829
-517
| -10% | -$115K | 0.47% | 41 |
|
|
2021
Q3 | $1.17M | Sell |
5,346
-834
| -13% | -$182K | 0.47% | 42 |
|
|
2021
Q2 | $1.42M | Buy |
6,180
+3,565
| +136% | +$817K | 0.57% | 35 |
|
|
2021
Q1 | $578K | Buy |
2,615
+77
| +3% | +$17K | 0.24% | 91 |
|
|
2020
Q4 | $498K | Buy |
2,538
+280
| +12% | +$54.9K | 0.21% | 104 |
|
|
2020
Q3 | $338K | Buy |
2,258
+31
| +1% | +$4.64K | 0.14% | 126 |
|
|
2020
Q2 | $319K | Sell |
2,227
-372
| -14% | -$53.3K | 0.15% | 118 |
|
|
2020
Q1 | $297K | Sell |
2,599
-153
| -6% | -$17.5K | 0.1% | 171 |
|
|
2019
Q4 | $456K | Buy |
+2,752
| New | +$456K | 0.16% | 107 |
|