HIA
Harbor Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
7,551
-234
| -3% | -$50.5K | 0.15% | 114 |
|
|
2025
Q1 | $1.55M | Buy |
7,785
+19
| +0.2% | +$3.79K | 0.15% | 114 |
|
|
2024
Q4 | $1.72M | Sell |
7,766
-676
| -8% | -$149K | 0.16% | 103 |
|
|
2024
Q3 | $1.86M | Buy |
8,442
+255
| +3% | +$56.3K | 0.18% | 93 |
|
|
2024
Q2 | $1.66M | Sell |
8,187
-558
| -6% | -$113K | 0.17% | 95 |
|
|
2024
Q1 | $1.84M | Sell |
8,745
-6,408
| -42% | -$1.35M | 0.19% | 92 |
|
|
2023
Q4 | $3.04M | Buy |
15,153
+6,063
| +67% | +$1.22M | 0.35% | 60 |
|
|
2023
Q3 | $1.61M | Sell |
9,090
-35
| -0.4% | -$6.19K | 0.21% | 83 |
|
|
2023
Q2 | $1.71M | Sell |
9,125
-554
| -6% | -$104K | 0.24% | 85 |
|
|
2023
Q1 | $1.73M | Sell |
9,679
-421
| -4% | -$75.1K | 0.26% | 83 |
|
|
2022
Q4 | $1.76M | Sell |
10,100
-10
| -0.1% | -$1.74K | 0.28% | 78 |
|
|
2022
Q3 | $1.67M | Buy |
10,110
+30
| +0.3% | +$4.95K | 0.27% | 76 |
|
|
2022
Q2 | $1.71M | Sell |
10,080
-1,755
| -15% | -$297K | 0.27% | 77 |
|
|
2022
Q1 | $2.43M | Buy |
11,835
+491
| +4% | +$101K | 0.32% | 63 |
|
|
2021
Q4 | $2.52M | Buy |
11,344
+1,110
| +11% | +$247K | 0.32% | 62 |
|
|
2021
Q3 | $2.24M | Sell |
10,234
-708
| -6% | -$155K | 0.3% | 66 |
|
|
2021
Q2 | $2.51M | Sell |
10,942
-118
| -1% | -$27.1K | 0.34% | 64 |
|
|
2021
Q1 | $2.44M | Buy |
11,060
+113
| +1% | +$25K | 0.37% | 60 |
|
|
2020
Q4 | $2.15M | Sell |
10,947
-40
| -0.4% | -$7.84K | 0.34% | 65 |
|
|
2020
Q3 | $1.65M | Sell |
10,987
-144
| -1% | -$21.6K | 0.32% | 69 |
|
|
2020
Q2 | $1.59M | Buy |
11,131
+821
| +8% | +$118K | 0.34% | 66 |
|
|
2020
Q1 | $1.18M | Sell |
10,310
-1,715
| -14% | -$196K | 0.32% | 72 |
|
|
2019
Q4 | $1.99M | Buy |
+12,025
| New | +$1.99M | 0.46% | 55 |
|