IA
IFP 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 | $6.14M | Sell |
28,453
-32,980
| -54% | -$7.12M | 0.17% | 123 |
|
|
2025
Q1 | $12.3M | Sell |
61,433
-1,207
| -2% | -$241K | 0.38% | 48 |
|
|
2024
Q4 | $13.8M | Buy |
62,640
+5,326
| +9% | +$1.18M | 0.45% | 36 |
|
|
2024
Q3 | $12.7M | Buy |
57,314
+36,399
| +174% | +$8.04M | 0.46% | 38 |
|
|
2024
Q2 | $6.34M | Sell |
20,915
-11,498
| -35% | -$3.48M | 0.25% | 83 |
|
|
2024
Q1 | $6.82M | Buy |
32,413
+20,793
| +179% | +$4.37M | 0.3% | 69 |
|
|
2023
Q4 | $2.33M | Sell |
11,620
-23,471
| -67% | -$4.71M | 0.11% | 204 |
|
|
2023
Q3 | $6.2M | Sell |
35,091
-21,852
| -38% | -$3.86M | 0.28% | 78 |
|
|
2023
Q2 | $10.7M | Buy |
56,943
+43,854
| +335% | +$8.21M | 0.45% | 47 |
|
|
2023
Q1 | $1.46M | Sell |
13,089
-23,758
| -64% | -$2.64M | 0.06% | 295 |
|
|
2022
Q4 | $4.13M | Buy |
36,847
+243
| +0.7% | +$27.2K | 0.11% | 183 |
|
|
2022
Q3 | $4.1M | Buy |
36,604
+259
| +0.7% | +$29K | 0.11% | 194 |
|
|
2022
Q2 | $4.06M | Hold |
36,345
| – | – | 0.13% | 171 |
|
|
2022
Q1 | $4.06M | Sell |
36,345
-16,319
| -31% | -$1.82M | 0.13% | 171 |
|
|
2021
Q4 | $11.7M | Sell |
52,664
-11,527
| -18% | -$2.56M | 0.23% | 47 |
|
|
2021
Q3 | $14.1M | Sell |
64,191
-85,189
| -57% | -$18.7M | 0.28% | 37 |
|
|
2021
Q2 | $34.3M | Buy |
149,380
+14,435
| +11% | +$3.31M | 0.71% | 15 |
|
|
2021
Q1 | $29.8M | Buy |
134,945
+71,308
| +112% | +$15.8M | 0.58% | 19 |
|
|
2020
Q4 | $12.5M | Buy |
63,637
+19,795
| +45% | +$3.88M | 0.51% | 26 |
|
|
2020
Q3 | $6.56M | Buy |
43,842
+371
| +0.9% | +$55.5K | 0.39% | 49 |
|
|
2020
Q2 | $6.13M | Buy |
43,471
+36,218
| +499% | +$5.11M | 0.49% | 42 |
|
|
2020
Q1 | $849K | Sell |
7,253
-12,269
| -63% | -$1.44M | 0.09% | 236 |
|
|
2019
Q4 | $3.23M | Buy |
19,522
+4,604
| +31% | +$761K | 0.24% | 95 |
|
|
2019
Q3 | $2.25M | Buy |
+14,918
| New | +$2.25M | 0.15% | 152 |
|
|
2019
Q1 | $2.96M | Sell |
19,283
-33,170
| -63% | -$5.08M | 0.4% | 44 |
|
|
2018
Q4 | $6.97M | Buy |
52,453
+5,234
| +11% | +$695K | 0.42% | 45 |
|
|
2018
Q3 | $7.96M | Sell |
47,219
-4,526
| -9% | -$763K | 0.32% | 65 |
|
|
2018
Q2 | $8.47M | Sell |
51,745
-896
| -2% | -$147K | 0.36% | 56 |
|
|
2018
Q1 | $8.03M | Buy |
52,641
+700
| +1% | +$107K | 0.36% | 56 |
|
|
2017
Q4 | $7.92M | Buy |
51,941
+9,652
| +23% | +$1.47M | 0.36% | 58 |
|
|
2017
Q3 | $6.27M | Sell |
42,289
-15,125
| -26% | -$2.24M | 0.25% | 81 |
|
|
2017
Q2 | $8.09M | Sell |
57,414
-13,859
| -19% | -$1.95M | 0.34% | 57 |
|
|
2017
Q1 | $9.8M | Buy |
71,273
+15,196
| +27% | +$2.09M | 0.43% | 43 |
|
|
2016
Q4 | $7.56M | Buy |
56,077
+16,759
| +43% | +$2.26M | 0.36% | 55 |
|
|
2016
Q3 | $4.88M | Buy |
39,318
+4,013
| +11% | +$498K | 0.25% | 80 |
|
|
2016
Q2 | $4.06M | Buy |
35,305
+16,022
| +83% | +$1.84M | 0.23% | 88 |
|
|
2016
Q1 | $2.96M | Sell |
19,283
-22,783
| -54% | -$3.49M | 0.4% | 44 |
|
|
2015
Q4 | $4.74M | Buy |
+42,066
| New | +$4.74M | 0.32% | 71 |
|