EWA
EP Wealth 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 | $19.4M | Buy |
89,735
+43,848
| +96% | +$9.46M | 0.13% | 130 |
|
|
2025
Q1 | $9.15M | Buy |
45,887
+1,859
| +4% | +$371K | 0.07% | 157 |
|
|
2024
Q4 | $9.73M | Sell |
44,028
-2,718
| -6% | -$601K | 0.08% | 145 |
|
|
2024
Q3 | $10.3M | Buy |
46,746
+3,934
| +9% | +$869K | 0.09% | 143 |
|
|
2024
Q2 | $8.69M | Buy |
42,812
+91
| +0.2% | +$18.5K | 0.09% | 131 |
|
|
2024
Q1 | $8.98M | Buy |
42,721
+2,144
| +5% | +$451K | 0.11% | 118 |
|
|
2023
Q4 | $8.14M | Buy |
40,577
+1,328
| +3% | +$267K | 0.1% | 121 |
|
|
2023
Q3 | $6.94M | Sell |
39,249
-75,496
| -66% | -$13.3M | 0.11% | 125 |
|
|
2023
Q2 | $5.47M | Buy |
114,745
+112,390
| +4,772% | +$5.35M | 0.08% | 142 |
|
|
2023
Q1 | $229K | Sell |
2,355
-28,064
| -92% | -$2.73M | ﹤0.01% | 547 |
|
|
2022
Q4 | $5.3M | Buy |
30,419
+6,440
| +27% | +$1.12M | 0.1% | 121 |
|
|
2022
Q3 | $3.96M | Buy |
23,979
+1,204
| +5% | +$199K | 0.09% | 128 |
|
|
2022
Q2 | $3.86M | Buy |
22,775
+3,939
| +21% | +$667K | 0.09% | 132 |
|
|
2022
Q1 | $3.87M | Sell |
18,836
-192
| -1% | -$39.4K | 0.08% | 136 |
|
|
2021
Q4 | $4.23M | Buy |
19,028
+1,589
| +9% | +$353K | 0.1% | 118 |
|
|
2021
Q3 | $3.82M | Sell |
17,439
-283
| -2% | -$61.9K | 0.1% | 110 |
|
|
2021
Q2 | $4.07M | Buy |
17,722
+378
| +2% | +$86.7K | 0.11% | 119 |
|
|
2021
Q1 | $3.83M | Buy |
17,344
+1,077
| +7% | +$238K | 0.12% | 115 |
|
|
2020
Q4 | $3.19M | Sell |
16,267
-144
| -0.9% | -$28.2K | 0.11% | 100 |
|
|
2020
Q3 | $2.46M | Sell |
16,411
-4,328
| -21% | -$648K | 0.11% | 94 |
|
|
2020
Q2 | $2.97M | Sell |
20,739
-6,365
| -23% | -$911K | 0.13% | 95 |
|
|
2020
Q1 | $3.1M | Buy |
27,104
+3,872
| +17% | +$443K | 0.15% | 97 |
|
|
2019
Q4 | $3.85M | Buy |
23,232
+1,646
| +8% | +$273K | 0.16% | 93 |
|
|
2019
Q3 | $3.27M | Buy |
21,586
+6,952
| +48% | +$1.05M | 0.16% | 80 |
|
|
2019
Q2 | $2.28M | Sell |
14,634
-119
| -0.8% | -$18.5K | 0.14% | 75 |
|
|
2019
Q1 | $2.26M | Sell |
14,753
-3,329
| -18% | -$510K | 0.22% | 70 |
|
|
2018
Q4 | $2.42M | Buy |
18,082
+15,465
| +591% | +$2.07M | 0.19% | 76 |
|
|
2018
Q3 | $441K | Buy |
2,617
+246
| +10% | +$41.5K | 0.03% | 183 |
|
|
2018
Q2 | $388K | Buy |
2,371
+368
| +18% | +$60.2K | 0.04% | 138 |
|
|
2018
Q1 | $304K | Sell |
2,003
-381
| -16% | -$57.8K | 0.03% | 161 |
|
|
2017
Q4 | $363K | Sell |
2,384
-494
| -17% | -$75.2K | 0.04% | 128 |
|
|
2017
Q3 | $426K | Buy |
2,878
+401
| +16% | +$59.4K | 0.05% | 113 |
|
|
2017
Q2 | $349K | Buy |
2,477
+200
| +9% | +$28.2K | 0.04% | 124 |
|
|
2017
Q1 | $313K | Buy |
2,277
+556
| +32% | +$76.4K | 0.04% | 109 |
|
|
2016
Q4 | $232K | Buy |
+1,721
| New | +$232K | 0.03% | 127 |
|