DAS
Diversify Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
71,666
+69,290
| +2,916% | +$15.7M | 0.62% | 27 |
|
|
2025
Q1 | $466K | Sell |
2,376
-7,676
| -76% | -$1.51M | 0.03% | 370 |
|
|
2024
Q4 | $2.18M | Sell |
10,052
-92,014
| -90% | -$20M | 0.12% | 119 |
|
|
2024
Q3 | $22.6M | Buy |
102,066
+98,277
| +2,594% | +$21.7M | 1.21% | 14 |
|
|
2024
Q2 | $763K | Sell |
3,789
-118,910
| -97% | -$24M | 0.04% | 295 |
|
|
2024
Q1 | $25.6M | Buy |
+122,699
| New | +$25.6M | 1.51% | 10 |
|