Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Hold |
7,341
| – | – | 0.3% | 23 |
|
|
2025
Q1 | $1.46M | Hold |
7,341
| – | – | 0.29% | 24 |
|
|
2024
Q4 | $1.62M | Hold |
7,341
| – | – | 0.31% | 22 |
|
|
2024
Q3 | $1.62M | Buy |
7,341
+37
| +0.5% | +$8.17K | 0.31% | 23 |
|
|
2024
Q2 | $1.48M | Sell |
7,304
-25
| -0.3% | -$5.07K | 0.3% | 20 |
|
|
2024
Q1 | $1.54M | Buy |
7,329
+152
| +2% | +$32K | 0.32% | 19 |
|
|
2023
Q4 | $1.44M | Sell |
7,177
-14,861
| -67% | -$2.98M | 0.32% | 21 |
|
|
2023
Q3 | $3.9M | Sell |
22,038
-31
| -0.1% | -$5.48K | 0.96% | 11 |
|
|
2023
Q2 | $4.13M | Buy |
22,069
+108
| +0.5% | +$20.2K | 0.98% | 11 |
|
|
2023
Q1 | $3.92M | Sell |
21,961
-373
| -2% | -$66.5K | 0.99% | 11 |
|
|
2022
Q4 | $3.89M | Buy |
22,334
+2,439
| +12% | +$425K | 1.06% | 11 |
|
|
2022
Q3 | $3.33M | Sell |
19,895
-211
| -1% | -$35.3K | 1.16% | 12 |
|
|
2022
Q2 | $3.41M | Sell |
20,106
-223
| -1% | -$37.8K | 1.2% | 9 |
|
|
2022
Q1 | $4.17M | Sell |
20,329
-9
| -0% | -$1.85K | 1.3% | 10 |
|
|
2021
Q4 | $4.52M | Buy |
20,338
+5
| +0% | +$1.11K | 1.38% | 9 |
|
|
2021
Q3 | $4.45M | Sell |
20,333
-34
| -0.2% | -$7.44K | 1.5% | 9 |
|
|
2021
Q2 | $4.67M | Buy |
20,367
+409
| +2% | +$93.8K | 1.64% | 8 |
|
|
2021
Q1 | $4.41M | Sell |
19,958
-235
| -1% | -$51.9K | 1.76% | 7 |
|
|
2020
Q4 | $3.96M | Sell |
20,193
-288
| -1% | -$56.5K | 1.76% | 8 |
|
|
2020
Q3 | $3.07M | Sell |
20,481
-169
| -0.8% | -$25.3K | 1.61% | 8 |
|
|
2020
Q2 | $2.96M | Sell |
20,650
-9,008
| -30% | -$1.29M | 1.65% | 8 |
|
|
2020
Q1 | $3.4M | Sell |
29,658
-6,254
| -17% | -$716K | 2.3% | 5 |
|
|
2019
Q4 | $5.95M | Sell |
35,912
-169
| -0.5% | -$28K | 3.37% | 5 |
|
|
2019
Q3 | $5.46M | Sell |
36,081
-24,453
| -40% | -$3.7M | 3.35% | 5 |
|
|
2019
Q2 | $9.41M | Sell |
60,534
-3,142
| -5% | -$489K | 6.04% | 4 |
|
|
2019
Q1 | $9.75M | Sell |
63,676
-1,995
| -3% | -$305K | 6.66% | 5 |
|
|
2018
Q4 | $8.79M | Buy |
+65,671
| New | +$8.79M | 7.15% | 5 |
|