Avantax Advisory Services’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 | $198M | Buy |
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|
2025
Q1 | $180M | Buy |
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|
2024
Q4 | $191M | Buy |
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|
2024
Q3 | $187M | Sell |
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|
2024
Q2 | $173M | Buy |
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|
2024
Q1 | $174M | Sell |
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|
2023
Q4 | $175M | Sell |
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|
2023
Q3 | $166M | Sell |
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|
2023
Q2 | $179M | Buy |
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|
2023
Q1 | $167M | Buy |
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|
2022
Q4 | $160M | Sell |
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|
2022
Q3 | $219M | Buy |
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|
2022
Q2 | $213M | Buy |
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|
2022
Q1 | $250M | Buy |
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|
2021
Q4 | $249M | Buy |
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|
2021
Q3 | $236M | Buy |
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|
2021
Q2 | $231M | Buy |
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|
2021
Q1 | $192M | Buy |
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|
2020
Q4 | $165M | Sell |
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|
2020
Q3 | $202M | Buy |
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|
2020
Q2 | $140M | Sell |
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|
2020
Q1 | $225M | Buy |
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|
2019
Q4 | $314M | Buy |
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|
2019
Q3 | $185M | Buy |
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|
2019
Q2 | $179M | Buy |
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|
2019
Q1 | $164M | Buy |
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|
2018
Q4 | $18.8M | Buy |
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