GEA
Glen Eagle 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 | $2M | Sell |
9,250
-81
| -0.9% | -$17.5K | 0.31% | 62 |
|
|
2025
Q1 | $1.86M | Buy |
9,331
+1
| +0% | +$199 | 0.31% | 59 |
|
|
2024
Q4 | $2.06M | Buy |
9,330
+19
| +0.2% | +$4.2K | 0.34% | 62 |
|
|
2024
Q3 | $2.06M | Buy |
9,311
+300
| +3% | +$66.3K | 0.35% | 61 |
|
|
2024
Q2 | $1.83M | Sell |
9,011
-29
| -0.3% | -$5.88K | 0.33% | 61 |
|
|
2024
Q1 | $1.9M | Sell |
9,040
-204
| -2% | -$42.9K | 0.36% | 60 |
|
|
2023
Q4 | $1.86M | Buy |
9,244
+138
| +2% | +$27.7K | 0.39% | 55 |
|
|
2023
Q3 | $1.61M | Sell |
9,106
-140
| -2% | -$24.7K | 0.37% | 59 |
|
|
2023
Q2 | $1.73M | Sell |
9,246
-69
| -0.7% | -$12.9K | 0.4% | 56 |
|
|
2023
Q1 | $1.66M | Buy |
9,315
+92
| +1% | +$16.4K | 0.42% | 52 |
|
|
2022
Q4 | $1.61M | Sell |
9,223
-169
| -2% | -$29.5K | 0.44% | 50 |
|
|
2022
Q3 | $1.55M | Sell |
9,392
-55
| -0.6% | -$9.07K | 0.45% | 48 |
|
|
2022
Q2 | $1.6M | Sell |
9,447
-169
| -2% | -$28.6K | 0.43% | 52 |
|
|
2022
Q1 | $1.97M | Buy |
9,616
+37
| +0.4% | +$7.6K | 0.52% | 49 |
|
|
2021
Q4 | $2.13M | Buy |
9,579
+232
| +2% | +$51.6K | 0.55% | 41 |
|
|
2021
Q3 | $2.04M | Buy |
9,347
+60
| +0.6% | +$13.1K | 0.59% | 41 |
|
|
2021
Q2 | $2.13M | Buy |
9,287
+165
| +2% | +$37.8K | 0.66% | 37 |
|
|
2021
Q1 | $2.02M | Buy |
9,122
+126
| +1% | +$27.8K | 0.7% | 35 |
|
|
2020
Q4 | $1.76M | Buy |
8,996
+205
| +2% | +$40.2K | 0.69% | 35 |
|
|
2020
Q3 | $1.32M | Buy |
8,791
+120
| +1% | +$18K | 0.59% | 40 |
|
|
2020
Q2 | $1.24M | Sell |
8,671
-1,858
| -18% | -$266K | 0.64% | 36 |
|
|
2020
Q1 | $1.21M | Sell |
10,529
-2,476
| -19% | -$283K | 0.85% | 29 |
|
|
2019
Q4 | $2.15M | Buy |
13,005
+541
| +4% | +$89.6K | 1.15% | 17 |
|
|
2019
Q3 | $1.89M | Sell |
12,464
-416
| -3% | -$63K | 1.25% | 18 |
|
|
2019
Q2 | $2M | Buy |
12,880
+52
| +0.4% | +$8.09K | 1.37% | 15 |
|
|
2019
Q1 | $1.96M | Sell |
12,828
-134
| -1% | -$20.5K | 1.43% | 15 |
|
|
2018
Q4 | $1.73M | Buy |
12,962
+336
| +3% | +$44.9K | 1.46% | 14 |
|
|
2018
Q3 | $2.13M | Buy |
12,626
+1,419
| +13% | +$239K | 1.52% | 15 |
|
|
2018
Q2 | $1.84M | Buy |
11,207
+252
| +2% | +$41.3K | 1.44% | 14 |
|
|
2018
Q1 | $1.66M | Buy |
10,955
+5
| +0% | +$759 | 1.37% | 16 |
|
|
2017
Q4 | $1.67M | Buy |
10,950
+280
| +3% | +$42.7K | 1.45% | 12 |
|
|
2017
Q3 | $1.58M | Sell |
10,670
-10,120
| -49% | -$1.5M | 1.48% | 12 |
|
|
2017
Q2 | $2.93M | Buy |
20,790
+30
| +0.1% | +$4.23K | 2.34% | 6 |
|
|
2017
Q1 | $2.85M | Sell |
20,760
-200
| -1% | -$27.5K | 2.45% | 5 |
|
|
2016
Q4 | $2.83M | Buy |
+20,960
| New | +$2.83M | 2.55% | 5 |
|