Cornerstone Advisors Asset 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 | $2.66M | Buy |
12,330
+3,131
| +34% | +$676K | 0.51% | 39 |
|
2025
Q1 | $1.84M | Buy |
9,199
+311
| +3% | +$62K | 0.38% | 46 |
|
2024
Q4 | $1.96M | Buy |
8,888
+499
| +6% | +$110K | 0.42% | 43 |
|
2024
Q3 | $1.85M | Sell |
8,389
-1,163
| -12% | -$257K | 0.41% | 42 |
|
2024
Q2 | $1.94M | Buy |
9,552
+4
| +0% | +$812 | 0.55% | 39 |
|
2024
Q1 | $2.01M | Buy |
9,548
+3
| +0% | +$631 | 0.71% | 33 |
|
2023
Q4 | $1.92M | Buy |
9,545
+204
| +2% | +$40.9K | 0.72% | 33 |
|
2023
Q3 | $1.65M | Buy |
9,341
+303
| +3% | +$53.6K | 0.66% | 36 |
|
2023
Q2 | $1.69M | Buy |
9,038
+2
| +0% | +$375 | 0.73% | 33 |
|
2023
Q1 | $1.61M | Buy |
9,036
+104
| +1% | +$18.6K | 0.79% | 32 |
|
2022
Q4 | $1.56M | Buy |
8,932
+25
| +0.3% | +$4.36K | 0.83% | 30 |
|
2022
Q3 | $1.47M | Buy |
8,907
+30
| +0.3% | +$4.95K | 1.13% | 21 |
|
2022
Q2 | $1.5M | Sell |
8,877
-38
| -0.4% | -$6.44K | 1.07% | 22 |
|
2022
Q1 | $1.83M | Buy |
8,915
+2,574
| +41% | +$528K | 1.27% | 20 |
|
2021
Q4 | $1.41M | Buy |
+6,341
| New | +$1.41M | 1.07% | 24 |
|