IA
IFG 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 | $1.52M | Buy |
7,061
+18
| +0.3% | +$3.88K | 0.26% | 44 |
|
|
2025
Q1 | $1.41M | Buy |
7,043
+15
| +0.2% | +$2.99K | 0.27% | 43 |
|
|
2024
Q4 | $1.55M | Buy |
7,028
+316
| +5% | +$69.8K | 0.31% | 41 |
|
|
2024
Q3 | $1.48M | Buy |
6,712
+24
| +0.4% | +$5.3K | 0.32% | 39 |
|
|
2024
Q2 | $1.36M | Buy |
6,688
+18
| +0.3% | +$3.65K | 0.32% | 39 |
|
|
2024
Q1 | $1.4M | Buy |
6,670
+12
| +0.2% | +$2.52K | 0.36% | 34 |
|
|
2023
Q4 | $1.34M | Buy |
6,658
+771
| +13% | +$155K | 0.39% | 32 |
|
|
2023
Q3 | $1.04M | Hold |
5,887
| – | – | 0.37% | 34 |
|
|
2023
Q2 | $1.1M | Buy |
5,887
+15
| +0.3% | +$2.81K | 0.39% | 35 |
|
|
2023
Q1 | $1.05M | Buy |
5,872
+20
| +0.3% | +$3.57K | 0.41% | 31 |
|
|
2022
Q4 | $1.02M | Buy |
5,852
+28
| +0.5% | +$4.88K | 0.45% | 31 |
|
|
2022
Q3 | $960K | Buy |
5,824
+185
| +3% | +$30.5K | 0.49% | 28 |
|
|
2022
Q2 | $955K | Buy |
5,639
+17
| +0.3% | +$2.88K | 0.48% | 30 |
|
|
2022
Q1 | $1.15M | Buy |
5,622
+11
| +0.2% | +$2.26K | 0.51% | 30 |
|
|
2021
Q4 | $1.25M | Buy |
5,611
+34
| +0.6% | +$7.56K | 0.53% | 28 |
|
|
2021
Q3 | $1.22M | Hold |
5,577
| – | – | 0.56% | 28 |
|
|
2021
Q2 | $1.28M | Buy |
5,577
+19
| +0.3% | +$4.36K | 0.61% | 23 |
|
|
2021
Q1 | $1.23M | Hold |
5,558
| – | – | 0.67% | 16 |
|
|
2020
Q4 | $1.09M | Buy |
5,558
+67
| +1% | +$13.1K | 0.68% | 15 |
|
|
2020
Q3 | $823K | Buy |
5,491
+20
| +0.4% | +$3K | 0.58% | 18 |
|
|
2020
Q2 | $783K | Buy |
5,471
+332
| +6% | +$47.5K | 0.62% | 19 |
|
|
2020
Q1 | $588K | Hold |
5,139
| – | – | 0.58% | 25 |
|
|
2019
Q4 | $851K | Buy |
5,139
+37
| +0.7% | +$6.13K | 0.7% | 20 |
|
|
2019
Q3 | $772K | Buy |
+5,102
| New | +$772K | 0.72% | 20 |
|