GAG
GM Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
18,051
-457
| -2% | -$98.6K | 0.19% | 62 |
|
|
2025
Q1 | $3.69M | Sell |
18,508
-1,369
| -7% | -$273K | 0.2% | 58 |
|
|
2024
Q4 | $4.39M | Buy |
19,877
+1,328
| +7% | +$293K | 0.24% | 53 |
|
|
2024
Q3 | $4.1M | Buy |
18,549
+1,786
| +11% | +$395K | 0.25% | 56 |
|
|
2024
Q2 | $3.4M | Sell |
16,763
-33
| -0.2% | -$6.7K | 0.22% | 57 |
|
|
2024
Q1 | $3.53M | Buy |
16,796
+13,784
| +458% | +$2.9M | 0.25% | 49 |
|
|
2023
Q4 | $605K | Buy |
3,012
+448
| +17% | +$89.9K | 0.05% | 131 |
|
|
2023
Q3 | $453K | Buy |
2,564
+15
| +0.6% | +$2.65K | 0.04% | 132 |
|
|
2023
Q2 | $477K | Buy |
2,549
+1
| +0% | +$187 | 0.04% | 132 |
|
|
2023
Q1 | $455K | Buy |
2,548
+1
| +0% | +$178 | 0.04% | 132 |
|
|
2022
Q4 | $444K | Sell |
2,547
-385
| -13% | -$67.1K | 0.05% | 122 |
|
|
2022
Q3 | $484K | Buy |
2,932
+86
| +3% | +$14.2K | 0.06% | 120 |
|
|
2022
Q2 | $482K | Sell |
2,846
-149
| -5% | -$25.2K | 0.08% | 113 |
|
|
2022
Q1 | $615K | Buy |
2,995
+187
| +7% | +$38.4K | 0.07% | 113 |
|
|
2021
Q4 | $625K | Sell |
2,808
-260
| -8% | -$57.9K | 0.06% | 120 |
|
|
2021
Q3 | $671K | Sell |
3,068
-5
| -0.2% | -$1.09K | 0.07% | 110 |
|
|
2021
Q2 | $705K | Buy |
3,073
+635
| +26% | +$146K | 0.07% | 108 |
|
|
2021
Q1 | $539K | Buy |
2,438
+250
| +11% | +$55.3K | 0.06% | 114 |
|
|
2020
Q4 | $429K | Buy |
2,188
+550
| +34% | +$108K | 0.06% | 113 |
|
|
2020
Q3 | $245K | Buy |
+1,638
| New | +$245K | 0.04% | 140 |
|
|
2020
Q1 | – | Sell |
-1,324
| Closed | -$219K | – | 134 |
|
|
2019
Q4 | $219K | Buy |
+1,324
| New | +$219K | 0.07% | 87 |
|
|
2018
Q4 | – | Sell |
-2,044
| Closed | -$345K | – | 114 |
|
|
2018
Q3 | $345K | Sell |
2,044
-75
| -4% | -$12.7K | 0.11% | 78 |
|
|
2018
Q2 | $347K | Buy |
2,119
+500
| +31% | +$81.9K | 0.1% | 81 |
|
|
2018
Q1 | $246K | Sell |
1,619
-532
| -25% | -$80.8K | 0.07% | 103 |
|
|
2017
Q4 | $328K | Hold |
2,151
| – | – | 0.09% | 87 |
|
|
2017
Q3 | $319K | Sell |
2,151
-400
| -16% | -$59.3K | 0.1% | 85 |
|
|
2017
Q2 | $359K | Buy |
2,551
+552
| +28% | +$77.7K | 0.11% | 79 |
|
|
2017
Q1 | $275K | Buy |
1,999
+400
| +25% | +$55K | 0.09% | 79 |
|
|
2016
Q4 | $216K | Buy |
+1,599
| New | +$216K | 0.08% | 101 |
|
|
2015
Q1 | – | Sell |
-2,700
| Closed | -$323K | – | 57 |
|
|
2014
Q4 | $323K | Buy |
2,700
+21
| +0.8% | +$2.51K | 0.17% | 45 |
|
|
2014
Q3 | $293K | Sell |
2,679
-948
| -26% | -$104K | 0.22% | 47 |
|
|
2014
Q2 | $431K | Sell |
3,627
-1
| -0% | -$119 | 0.37% | 35 |
|
|
2014
Q1 | $418K | Buy |
+3,628
| New | +$418K | 0.32% | 38 |
|