AWM
Axxcess 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 | $9.53M | Buy |
44,164
+12,927
| +41% | +$2.79M | 0.22% | 85 |
|
|
2025
Q1 | $6.23M | Sell |
31,237
-16,705
| -35% | -$3.33M | 0.17% | 116 |
|
|
2024
Q4 | $10.6M | Buy |
47,942
+12,922
| +37% | +$2.86M | 0.25% | 70 |
|
|
2024
Q3 | $7.74M | Buy |
35,020
+360
| +1% | +$79.5K | 0.19% | 94 |
|
|
2024
Q2 | $7.03M | Sell |
34,660
-14,594
| -30% | -$2.96M | 0.19% | 96 |
|
|
2024
Q1 | $10.4M | Sell |
49,254
-7,601
| -13% | -$1.6M | 0.28% | 70 |
|
|
2023
Q4 | $11.4M | Buy |
56,855
+12,132
| +27% | +$2.44M | 0.33% | 64 |
|
|
2023
Q3 | $7.9M | Buy |
44,723
+28,506
| +176% | +$5.04M | 0.27% | 76 |
|
|
2023
Q2 | $3.04M | Sell |
16,217
-670
| -4% | -$125K | 0.22% | 97 |
|
|
2023
Q1 | $3.01M | Sell |
16,887
-5,929
| -26% | -$1.06M | 0.23% | 93 |
|
|
2022
Q4 | $3.98M | Buy |
22,816
+12,458
| +120% | +$2.17M | 0.33% | 64 |
|
|
2022
Q3 | $1.71M | Buy |
10,358
+132
| +1% | +$21.8K | 0.16% | 125 |
|
|
2022
Q2 | $1.73M | Sell |
10,226
-14,222
| -58% | -$2.41M | 0.16% | 126 |
|
|
2022
Q1 | $5.02M | Buy |
24,448
+6,216
| +34% | +$1.28M | 0.39% | 54 |
|
|
2021
Q4 | $4.06M | Buy |
+18,232
| New | +$4.06M | 0.3% | 67 |
|