EWA
Evolution 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 | $5.16M | Sell |
23,920
-1,196
| -5% | -$258K | 0.76% | 26 |
|
|
2025
Q1 | $5.01M | Sell |
25,116
-17,669
| -41% | -$3.52M | 0.84% | 24 |
|
|
2024
Q4 | $9.45M | Buy |
42,785
+12,160
| +40% | +$2.69M | 1.58% | 15 |
|
|
2024
Q3 | $6.76M | Sell |
30,625
-3,730
| -11% | -$824K | 1.22% | 19 |
|
|
2024
Q2 | $6.97M | Buy |
34,355
+418
| +1% | +$84.8K | 1.36% | 17 |
|
|
2024
Q1 | $7.14M | Buy |
33,937
+750
| +2% | +$158K | 1.37% | 17 |
|
|
2023
Q4 | $6.66M | Buy |
33,187
+23
| +0.1% | +$4.62K | 1.34% | 20 |
|
|
2023
Q3 | $5.86M | Buy |
33,164
+810
| +3% | +$143K | 1.31% | 22 |
|
|
2023
Q2 | $6.06M | Buy |
+32,354
| New | +$6.06M | 1.34% | 22 |
|
|
2020
Q2 | – | Sell |
-3,540
| Closed | -$405K | – | 555 |
|
|
2020
Q1 | $405K | Buy |
3,540
+1,965
| +125% | +$225K | 0.16% | 45 |
|
|
2019
Q4 | $261K | Sell |
1,575
-140
| -8% | -$23.2K | 0.07% | 66 |
|
|
2019
Q3 | $260K | Buy |
+1,715
| New | +$260K | 0.12% | 29 |
|
|
2019
Q1 | – | Sell |
-11,179
| Closed | -$1.5M | – | 124 |
|
|
2018
Q4 | $1.5M | Buy |
+11,179
| New | +$1.5M | 0.68% | 36 |
|