Avior Wealth Management’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 | $1.35M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $953K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $808K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $2.03M | Sell |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $793K | Buy |
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|
2020
Q3 | $606K | Hold |
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|
2020
Q2 | $579K | Sell |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $828K | Buy |
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|
2019
Q3 | $756K | Hold |
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|
2019
Q2 | $778K | Sell |
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|
2019
Q1 | $776K | Sell |
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|
2018
Q4 | $698K | Buy |
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|
2018
Q3 | $869K | Buy |
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|
2018
Q2 | $844K | Buy |
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|
2018
Q1 | $783K | Sell |
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|
2017
Q4 | $786K | Hold |
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|
2017
Q3 | $764K | Sell |
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|
2017
Q2 | $741K | Sell |
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|
2017
Q1 | $747K | Sell |
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|
2016
Q4 | $761K | Sell |
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|
2016
Q3 | $710K | Buy |
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|
2016
Q2 | $648K | Sell |
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|
2016
Q1 | $751K | Sell |
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|
2015
Q4 | $790K | Buy |
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|
2015
Q3 | $756K | Buy |
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|
2015
Q2 | $819K | Buy |
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|
2015
Q1 | $804K | Sell |
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|
2014
Q4 | $788K | Buy |
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|
2014
Q3 | $713K | Buy |
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|
2014
Q2 | $751K | Sell |
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|
2014
Q1 | $750K | Hold |
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|
2013
Q4 | $743K | Buy |
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