ETIA
Epic Trust Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $842K | Sell |
4,151
-1,229
| -23% | -$249K | 0.93% | 26 |
|
|
2024
Q1 | $1.13M | Sell |
5,380
-954
| -15% | -$201K | 1.39% | 14 |
|
|
2023
Q4 | $1.27M | Buy |
6,334
+168
| +3% | +$33.7K | 1.7% | 10 |
|
|
2023
Q3 | $1.09M | Sell |
6,166
-277
| -4% | -$49K | 1.72% | 12 |
|
|
2023
Q2 | $1.21M | Sell |
6,443
-929
| -13% | -$174K | 1.71% | 12 |
|
|
2023
Q1 | $1.32M | Buy |
7,372
+15
| +0.2% | +$2.68K | 1.6% | 12 |
|
|
2022
Q4 | $1.28M | Sell |
7,357
-5,117
| -41% | -$892K | 1.93% | 11 |
|
|
2022
Q3 | $2.06M | Sell |
12,474
-601
| -5% | -$99.1K | 2.85% | 5 |
|
|
2022
Q2 | $2.21M | Sell |
13,075
-1,487
| -10% | -$252K | 4.18% | 4 |
|
|
2022
Q1 | $2.99M | Sell |
14,562
-1,808
| -11% | -$371K | 4.65% | 3 |
|
|
2021
Q4 | $3.64M | Buy |
+16,370
| New | +$3.64M | 5.28% | 3 |
|