CA
Crewe 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 | $15.8M | Sell |
73,134
-6,383
| -8% | -$1.38M | 2.23% | 13 |
|
|
2025
Q1 | $15.9M | Sell |
79,517
-453
| -0.6% | -$90.4K | 2.23% | 13 |
|
|
2024
Q4 | $17.7M | Sell |
79,970
-969
| -1% | -$214K | 2.44% | 13 |
|
|
2024
Q3 | $17.9M | Buy |
80,939
+99
| +0.1% | +$21.9K | 2.07% | 12 |
|
|
2024
Q2 | $16.4M | Sell |
80,840
-3,359
| -4% | -$682K | 1.84% | 15 |
|
|
2024
Q1 | $17.7M | Sell |
84,199
-11,863
| -12% | -$2.49M | 2.06% | 14 |
|
|
2023
Q4 | $19.3M | Sell |
96,062
-8,856
| -8% | -$1.78M | 3.05% | 12 |
|
|
2023
Q3 | $18.5M | Buy |
104,918
+2,915
| +3% | +$515K | 3.21% | 12 |
|
|
2023
Q2 | $19.1M | Buy |
102,003
+2,358
| +2% | +$442K | 2.68% | 12 |
|
|
2023
Q1 | $17.8M | Buy |
99,645
+4,625
| +5% | +$825K | 2.59% | 11 |
|
|
2022
Q4 | $16.6M | Sell |
95,020
-1,688
| -2% | -$294K | 2.63% | 12 |
|
|
2022
Q3 | $15.9M | Buy |
96,708
+1,850
| +2% | +$305K | 2.88% | 11 |
|
|
2022
Q2 | $16.1M | Buy |
94,858
+4,592
| +5% | +$778K | 3.55% | 8 |
|
|
2022
Q1 | $18.5M | Buy |
90,266
+4,390
| +5% | +$901K | 3.62% | 9 |
|
|
2021
Q4 | $19.1M | Buy |
85,876
+2,820
| +3% | +$627K | 3.88% | 9 |
|
|
2021
Q3 | $18.2M | Buy |
83,056
+1,721
| +2% | +$376K | 4.29% | 9 |
|
|
2021
Q2 | $18.7M | Buy |
81,335
+2,458
| +3% | +$564K | 4.63% | 7 |
|
|
2021
Q1 | $17.4M | Buy |
78,877
+2,656
| +3% | +$587K | 4.32% | 7 |
|
|
2020
Q4 | $14.9M | Buy |
76,221
+2,267
| +3% | +$444K | 5.98% | 6 |
|
|
2020
Q3 | $11.1M | Buy |
73,954
+566
| +0.8% | +$84.8K | 5.2% | 5 |
|
|
2020
Q2 | $10.5M | Buy |
73,388
+1,942
| +3% | +$278K | 5.13% | 5 |
|
|
2020
Q1 | $8.18M | Buy |
71,446
+2,403
| +3% | +$275K | 4.88% | 6 |
|
|
2019
Q4 | $11.4M | Sell |
69,043
-273
| -0.4% | -$45.2K | 5.01% | 6 |
|
|
2019
Q3 | $10.5M | Buy |
69,316
+3,006
| +5% | +$455K | 4.82% | 6 |
|
|
2019
Q2 | $10.3M | Buy |
66,310
+30,379
| +85% | +$4.72M | 3.35% | 6 |
|
|
2019
Q1 | $5.5M | Sell |
35,931
-915
| -2% | -$140K | 1.73% | 7 |
|
|
2018
Q4 | $4.93M | Buy |
36,846
+18,863
| +105% | +$2.53M | 1.56% | 7 |
|
|
2018
Q3 | $3.03M | Sell |
17,983
-683
| -4% | -$115K | 2.56% | 8 |
|
|
2018
Q2 | $3.06M | Sell |
18,666
-2,134
| -10% | -$349K | 2.84% | 6 |
|
|
2018
Q1 | $3.16M | Buy |
20,800
+1,575
| +8% | +$239K | 3.1% | 6 |
|
|
2017
Q4 | $2.93M | Buy |
+19,225
| New | +$2.93M | 2.87% | 6 |
|