AWM
Avior Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
6,348
-185
| -3% | -$39.3K | 0.05% | 234 |
|
|
2025
Q1 | $1.28M | Sell |
6,533
-793
| -11% | -$156K | 0.05% | 231 |
|
|
2024
Q4 | $1.6M | Buy |
7,326
+685
| +10% | +$149K | 0.06% | 208 |
|
|
2024
Q3 | $1.45M | Sell |
6,641
-266
| -4% | -$57.9K | 0.06% | 218 |
|
|
2024
Q2 | $1.38M | Buy |
6,907
+52
| +0.8% | +$10.4K | 0.06% | 212 |
|
|
2024
Q1 | $1.42M | Buy |
6,855
+2,010
| +41% | +$417K | 0.07% | 214 |
|
|
2023
Q4 | $953K | Sell |
4,845
-1,064
| -18% | -$209K | 0.06% | 220 |
|
|
2023
Q3 | $1.03M | Sell |
5,909
-203
| -3% | -$35.3K | 0.07% | 183 |
|
|
2023
Q2 | $1.13M | Sell |
6,112
-1,742
| -22% | -$321K | 0.07% | 185 |
|
|
2023
Q1 | $1.38M | Sell |
7,854
-322
| -4% | -$56.7K | 0.09% | 161 |
|
|
2022
Q4 | $1.41M | Sell |
8,176
-256
| -3% | -$44.1K | 0.11% | 147 |
|
|
2022
Q3 | $1.37M | Buy |
8,432
+3,562
| +73% | +$580K | 0.11% | 132 |
|
|
2022
Q2 | $808K | Sell |
4,870
-154
| -3% | -$25.6K | 0.08% | 176 |
|
|
2022
Q1 | $1.03M | Sell |
5,024
-1,091
| -18% | -$224K | 0.09% | 162 |
|
|
2021
Q4 | $1.36M | Sell |
6,115
-1,848
| -23% | -$411K | 0.11% | 147 |
|
|
2021
Q3 | $1.74M | Sell |
7,963
-874
| -10% | -$191K | 0.14% | 122 |
|
|
2021
Q2 | $2.03M | Sell |
8,837
-399
| -4% | -$91.5K | 0.2% | 103 |
|
|
2021
Q1 | $2.04M | Buy |
9,236
+5,188
| +128% | +$1.15M | 0.22% | 103 |
|
|
2020
Q4 | $793K | Buy |
4,048
+1
| +0% | +$196 | 0.1% | 183 |
|
|
2020
Q3 | $606K | Hold |
4,047
| – | – | 0.09% | 201 |
|
|
2020
Q2 | $579K | Sell |
4,047
-914
| -18% | -$131K | 0.09% | 204 |
|
|
2020
Q1 | $567K | Sell |
4,961
-41
| -0.8% | -$4.69K | 0.11% | 180 |
|
|
2019
Q4 | $828K | Buy |
5,002
+1
| +0% | +$166 | 0.13% | 156 |
|
|
2019
Q3 | $756K | Hold |
5,001
| – | – | 0.13% | 156 |
|
|
2019
Q2 | $778K | Sell |
5,001
-71
| -1% | -$11K | 0.14% | 148 |
|
|
2019
Q1 | $776K | Sell |
5,072
-148
| -3% | -$22.6K | 0.16% | 133 |
|
|
2018
Q4 | $698K | Buy |
5,220
+63
| +1% | +$8.42K | 0.17% | 128 |
|
|
2018
Q3 | $869K | Buy |
5,157
+1
| +0% | +$169 | 0.19% | 113 |
|
|
2018
Q2 | $844K | Buy |
5,156
+3
| +0.1% | +$491 | 0.19% | 112 |
|
|
2018
Q1 | $783K | Sell |
5,153
-3
| -0.1% | -$456 | 0.18% | 121 |
|
|
2017
Q4 | $786K | Hold |
5,156
| – | – | 0.18% | 118 |
|
|
2017
Q3 | $764K | Sell |
5,156
-99
| -2% | -$14.7K | 0.25% | 104 |
|
|
2017
Q2 | $741K | Sell |
5,255
-180
| -3% | -$25.4K | 0.3% | 87 |
|
|
2017
Q1 | $747K | Sell |
5,435
-212
| -4% | -$29.1K | 0.25% | 103 |
|
|
2016
Q4 | $761K | Sell |
5,647
-71
| -1% | -$9.57K | 0.28% | 99 |
|
|
2016
Q3 | $710K | Buy |
5,718
+78
| +1% | +$9.69K | 0.28% | 100 |
|
|
2016
Q2 | $648K | Sell |
5,640
-1,146
| -17% | -$132K | 0.28% | 100 |
|
|
2016
Q1 | $751K | Sell |
6,786
-228
| -3% | -$25.2K | 0.33% | 96 |
|
|
2015
Q4 | $790K | Buy |
7,014
+87
| +1% | +$9.8K | 0.43% | 78 |
|
|
2015
Q3 | $756K | Buy |
6,927
+370
| +6% | +$40.4K | 0.44% | 76 |
|
|
2015
Q2 | $819K | Buy |
6,557
+94
| +1% | +$11.7K | 0.64% | 36 |
|
|
2015
Q1 | $804K | Sell |
6,463
-122
| -2% | -$15.2K | 0.62% | 36 |
|
|
2014
Q4 | $788K | Buy |
6,585
+69
| +1% | +$8.26K | 0.63% | 35 |
|
|
2014
Q3 | $713K | Buy |
6,516
+194
| +3% | +$21.2K | 0.61% | 39 |
|
|
2014
Q2 | $751K | Sell |
6,322
-120
| -2% | -$14.3K | 0.63% | 36 |
|
|
2014
Q1 | $750K | Hold |
6,442
| – | – | 0.63% | 35 |
|
|
2013
Q4 | $743K | Buy |
+6,442
| New | +$743K | 0.7% | 32 |
|