Avestar Capital’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 | $1.2M | Buy |
5,580
+397
| +8% | +$85.7K | 0.08% | 158 |
|
|
2025
Q1 | $1.03M | Buy |
+5,183
| New | +$1.03M | 0.09% | 158 |
|
|
2024
Q2 | – | Sell |
-1,900
| Closed | -$400K | – | 440 |
|
|
2024
Q1 | $400K | Buy |
+1,900
| New | +$400K | 0.04% | 247 |
|
|
2019
Q2 | – | Sell |
-130
| Closed | -$19K | – | 916 |
|
|
2019
Q1 | $19K | Sell |
130
-296
| -69% | -$43.3K | 0.01% | 382 |
|
|
2018
Q4 | $57K | Sell |
426
-150
| -26% | -$20.1K | 0.04% | 247 |
|
|
2018
Q3 | $96K | Sell |
576
-150
| -21% | -$25K | 0.06% | 197 |
|
|
2018
Q2 | $118K | Buy |
726
+300
| +70% | +$48.8K | 0.07% | 180 |
|
|
2018
Q1 | $64K | Hold |
426
| – | – | 0.04% | 217 |
|
|
2017
Q4 | $64K | Buy |
+426
| New | +$64K | 0.05% | 217 |
|