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Cooper/Haims Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
3,622
+1
| +0% | +$216 | 0.39% | 30 |
|
|
2025
Q1 | $722K | Hold |
3,621
| – | – | 0.39% | 28 |
|
|
2024
Q4 | $800K | Sell |
3,621
-80
| -2% | -$17.7K | 0.45% | 25 |
|
|
2024
Q3 | $818K | Sell |
3,701
-123
| -3% | -$27.2K | 0.45% | 25 |
|
|
2024
Q2 | $776K | Buy |
3,824
+1
| +0% | +$203 | 0.44% | 27 |
|
|
2024
Q1 | $804K | Sell |
3,823
-199
| -5% | -$41.8K | 0.47% | 25 |
|
|
2023
Q4 | $807K | Buy |
4,022
+401
| +11% | +$80.5K | 0.46% | 25 |
|
|
2023
Q3 | $640K | Hold |
3,621
| – | – | 0.5% | 25 |
|
|
2023
Q2 | $678K | Buy |
3,621
+1
| +0% | +$187 | 0.52% | 26 |
|
|
2023
Q1 | $646K | Sell |
3,620
-125
| -3% | -$22.3K | 0.52% | 27 |
|
|
2022
Q4 | $653K | Buy |
3,745
+2
| +0.1% | +$349 | 0.46% | 27 |
|
|
2022
Q3 | $617K | Hold |
3,743
| – | – | 0.51% | 25 |
|
|
2022
Q2 | $634K | Sell |
3,743
-28
| -0.7% | -$4.74K | 0.42% | 28 |
|
|
2022
Q1 | $774K | Hold |
3,771
| – | – | 0.5% | 27 |
|
|
2021
Q4 | $839K | Buy |
3,771
+1
| +0% | +$222 | 0.52% | 27 |
|
|
2021
Q3 | $825K | Hold |
3,770
| – | – | 0.5% | 29 |
|
|
2021
Q2 | $865K | Sell |
3,770
-107
| -3% | -$24.6K | 0.57% | 24 |
|
|
2021
Q1 | $857K | Hold |
3,877
| – | – | 0.61% | 23 |
|
|
2020
Q4 | $760K | Buy |
3,877
+1
| +0% | +$196 | 0.58% | 21 |
|
|
2020
Q3 | $581K | Hold |
3,876
| – | – | 0.48% | 22 |
|
|
2020
Q2 | $555K | Buy |
3,876
+1
| +0% | +$143 | 0.45% | 22 |
|
|
2020
Q1 | $443K | Hold |
3,875
| – | – | 0.39% | 23 |
|
|
2019
Q4 | $642K | Buy |
3,875
+2
| +0.1% | +$331 | 0.35% | 22 |
|
|
2019
Q3 | $586K | Hold |
3,873
| – | – | 0.36% | 19 |
|
|
2019
Q2 | $602K | Sell |
3,873
-115
| -3% | -$17.9K | 0.37% | 20 |
|
|
2019
Q1 | $611K | Sell |
3,988
-150
| -4% | -$23K | 0.39% | 20 |
|
|
2018
Q4 | $554K | Sell |
4,138
-375
| -8% | -$50.2K | 0.38% | 19 |
|
|
2018
Q3 | $761K | Sell |
4,513
-441
| -9% | -$74.4K | 0.52% | 17 |
|
|
2018
Q2 | $811K | Buy |
4,954
+536
| +12% | +$87.7K | 0.6% | 15 |
|
|
2018
Q1 | $671K | Hold |
4,418
| – | – | 0.59% | 15 |
|
|
2017
Q4 | $674K | Buy |
+4,418
| New | +$674K | 0.62% | 15 |
|