Beacon Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8M | Sell |
26,636
-698
| -3% | -$196K | 0.3% | 75 |
|
|
2026
Q1 | $6.78M | Sell |
27,334
-261
| -0.9% | -$67.3K | 0.28% | 87 |
|
|
2025
Q4 | $6.79M | Buy |
27,595
+195
| +0.7% | +$47.9K | 0.28% | 84 |
|
|
2025
Q3 | $6.63M | Sell |
27,400
-212
| -0.8% | -$48.6K | 0.28% | 83 |
|
|
2025
Q2 | $5.96M | Buy |
27,612
+10,276
| +59% | +$2.07M | 0.26% | 80 |
|
|
2025
Q1 | $3.46M | Buy |
17,336
+1,603
| +10% | +$348K | 0.16% | 95 |
|
|
2024
Q4 | $3.48M | Sell |
15,733
-95
| -0.6% | -$21.7K | 0.15% | 95 |
|
|
2024
Q3 | $3.5M | Buy |
15,828
+59
| +0.4% | +$12.6K | 0.15% | 100 |
|
|
2024
Q2 | $3.2M | Buy |
15,769
+434
| +3% | +$87.7K | 0.14% | 102 |
|
|
2024
Q1 | $3.22M | Sell |
15,335
-243
| -2% | -$48.5K | 0.14% | 103 |
|
|
2023
Q4 | $3.13M | Sell |
15,578
-41
| -0.3% | -$7.34K | 0.14% | 105 |
|
|
2023
Q3 | $2.76M | Sell |
15,619
-586
| -4% | -$110K | 0.14% | 108 |
|
|
2023
Q2 | $3.03M | Buy |
16,205
+1,452
| +10% | +$259K | 0.14% | 112 |
|
|
2023
Q1 | $2.63M | Sell |
14,753
-734
| -5% | -$135K | 0.13% | 115 |
|
|
2022
Q4 | $2.7M | Buy |
15,487
+1,262
| +9% | +$224K | 0.14% | 112 |
|
|
2022
Q3 | $2.35M | Sell |
14,225
-20
| -0.1% | -$3.65K | 0.13% | 114 |
|
|
2022
Q2 | $2.41M | Sell |
14,245
-831
| -6% | -$153K | 0.13% | 117 |
|
|
2022
Q1 | $3.1M | Sell |
15,076
-454
| -3% | -$92.6K | 0.13% | 117 |
|
|
2021
Q4 | $3.46M | Buy |
15,530
+235
| +2% | +$53.1K | 0.13% | 112 |
|
|
2021
Q3 | $3.35M | Sell |
15,295
-828
| -5% | -$184K | 0.14% | 114 |
|
|
2021
Q2 | $3.7M | Sell |
16,123
-586
| -4% | -$132K | 0.15% | 111 |
|
|
2021
Q1 | $3.69M | Sell |
16,709
-150
| -0.9% | -$32.8K | 0.16% | 107 |
|
|
2020
Q4 | $3.31M | Sell |
16,859
-37
| -0.2% | -$6.47K | 0.15% | 105 |
|
|
2020
Q3 | $2.53M | Sell |
16,896
-630
| -4% | -$94.8K | 0.13% | 112 |
|
|
2020
Q2 | $2.51M | Sell |
17,526
-213,287
| -92% | -$28M | 0.14% | 109 |
|
|
2020
Q1 | $26.4M | Buy |
230,813
+84,582
| +58% | +$12.6M | 1.86% | 11 |
|
|
2019
Q4 | $24.2M | Sell |
146,231
-1,199
| -0.8% | -$189K | 1.29% | 25 |
|
|
2019
Q3 | $22.3M | Sell |
147,430
-13,841
| -9% | -$2.11M | 2.23% | 8 |
|
|
2019
Q2 | $25.1M | Sell |
161,271
-1,379
| -0.8% | -$213K | 2.66% | 5 |
|
|
2019
Q1 | $24.9M | Sell |
162,650
-383
| -0.2% | -$57.6K | 2.64% | 5 |
|
|
2018
Q4 | $21.8M | Buy |
+163,033
| New | +$24.3M | 2.41% | 8 |
|
Other funds holding IWM
SP
BCM
PI
FFBTD
AHC
OE
EWM
VFA
HCM