AFP
Ausdal Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Buy |
42,245
+1,869
| +5% | +$403K | 0.61% | 30 |
|
|
2025
Q1 | $8.05M | Sell |
40,376
-2,846
| -7% | -$568K | 0.61% | 29 |
|
|
2024
Q4 | $9.55M | Buy |
43,222
+2,261
| +6% | +$500K | 0.82% | 22 |
|
|
2024
Q3 | $9.05M | Buy |
40,961
+584
| +1% | +$129K | 0.94% | 16 |
|
|
2024
Q2 | $8.19M | Sell |
40,377
-250
| -0.6% | -$50.7K | 0.87% | 21 |
|
|
2024
Q1 | $8.54M | Sell |
40,627
-166
| -0.4% | -$34.9K | 0.99% | 17 |
|
|
2023
Q4 | $8.19M | Sell |
40,793
-1,543
| -4% | -$310K | 1.01% | 18 |
|
|
2023
Q3 | $7.48M | Sell |
42,336
-954
| -2% | -$169K | 1.03% | 19 |
|
|
2023
Q2 | $8.11M | Buy |
43,290
+41,042
| +1,826% | +$7.69M | 1.1% | 13 |
|
|
2023
Q1 | $401K | Sell |
2,248
-22
| -1% | -$3.93K | 0.06% | 279 |
|
|
2022
Q4 | $396K | Sell |
2,270
-49
| -2% | -$8.55K | 0.06% | 278 |
|
|
2022
Q3 | $382K | Sell |
2,319
-74
| -3% | -$12.2K | 0.06% | 283 |
|
|
2022
Q2 | $405K | Sell |
2,393
-214
| -8% | -$36.2K | 0.06% | 290 |
|
|
2022
Q1 | $535K | Sell |
2,607
-4,306
| -62% | -$884K | 0.07% | 269 |
|
|
2021
Q4 | $1.54M | Buy |
6,913
+3,554
| +106% | +$791K | 0.21% | 136 |
|
|
2021
Q3 | $735K | Sell |
3,359
-14,995
| -82% | -$3.28M | 0.11% | 214 |
|
|
2021
Q2 | $4.21M | Sell |
18,354
-53,755
| -75% | -$12.3M | 0.64% | 32 |
|
|
2021
Q1 | $15.9M | Buy |
+72,109
| New | +$15.9M | 2.69% | 1 |
|
|
2020
Q1 | – | Sell |
-2,921
| Closed | -$479K | – | 321 |
|
|
2019
Q4 | $479K | Buy |
2,921
+304
| +12% | +$49.9K | 0.14% | 184 |
|
|
2019
Q3 | $396K | Sell |
2,617
-5
| -0.2% | -$757 | 0.14% | 192 |
|
|
2019
Q2 | $414K | Sell |
2,622
-891
| -25% | -$141K | 0.16% | 171 |
|
|
2019
Q1 | $538K | Buy |
3,513
+1,707
| +95% | +$261K | 0.22% | 116 |
|
|
2018
Q4 | $242K | Sell |
1,806
-4,545
| -72% | -$609K | 0.12% | 201 |
|
|
2018
Q3 | $1.07M | Buy |
6,351
+1,201
| +23% | +$202K | 0.3% | 95 |
|
|
2018
Q2 | $843K | Buy |
5,150
+568
| +12% | +$93K | 0.26% | 117 |
|
|
2018
Q1 | $696K | Sell |
4,582
-3,505
| -43% | -$532K | 0.24% | 123 |
|
|
2017
Q4 | $1.23M | Buy |
8,087
+2,387
| +42% | +$364K | 0.44% | 58 |
|
|
2017
Q3 | $845K | Sell |
5,700
-875
| -13% | -$130K | 0.34% | 81 |
|
|
2017
Q2 | $927K | Sell |
6,575
-204
| -3% | -$28.8K | 0.4% | 70 |
|
|
2017
Q1 | $932K | Sell |
6,779
-3,884
| -36% | -$534K | 0.42% | 64 |
|
|
2016
Q4 | $1.44M | Buy |
10,663
+1,805
| +20% | +$243K | 0.67% | 32 |
|
|
2016
Q3 | $1.1M | Sell |
8,858
-1,467
| -14% | -$182K | 0.55% | 50 |
|
|
2016
Q2 | $1.19M | Buy |
10,325
+3,670
| +55% | +$422K | 0.61% | 44 |
|
|
2016
Q1 | $736K | Sell |
6,655
-1,064
| -14% | -$118K | 0.42% | 70 |
|
|
2015
Q4 | $869K | Buy |
+7,719
| New | +$869K | 0.44% | 59 |
|