IAA
Independent Advisor Alliance’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
1,652
+454
| +38% | +$98K | 0.01% | 687 |
|
|
2025
Q1 | $239K | Sell |
1,198
-38,250
| -97% | -$7.63M | 0.01% | 725 |
|
|
2024
Q4 | $8.72M | Buy |
+39,448
| New | +$8.72M | 0.12% | 182 |
|
|
2024
Q3 | – | Sell |
-3,330
| Closed | -$676K | – | 736 |
|
|
2024
Q2 | $676K | Hold |
3,330
| – | – | 0.02% | 396 |
|
|
2024
Q1 | $700K | Hold |
3,330
| – | – | 0.03% | 385 |
|
|
2023
Q4 | $668K | Hold |
3,330
| – | – | 0.02% | 376 |
|
|
2023
Q3 | $589K | Sell |
3,330
-325
| -9% | -$57.4K | 0.03% | 385 |
|
|
2023
Q2 | $684K | Hold |
3,655
| – | – | 0.03% | 360 |
|
|
2023
Q1 | $652K | Sell |
3,655
-10
| -0.3% | -$1.78K | 0.03% | 366 |
|
|
2022
Q4 | $639K | Hold |
3,665
| – | – | 0.22% | 65 |
|
|
2022
Q3 | $604K | Buy |
+3,665
| New | +$604K | 0.04% | 329 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$267K | – | 704 |
|
|
2021
Q4 | $267K | Buy |
+1,200
| New | +$267K | 0.01% | 550 |
|
|
2020
Q1 | – | Sell |
-41,852
| Closed | -$6.93M | – | 626 |
|
|
2019
Q4 | $6.93M | Buy |
+41,852
| New | +$6.93M | 0.3% | 74 |
|
|
2017
Q2 | – | Sell |
-28,399
| Closed | -$3.82M | – | 321 |
|
|
2017
Q1 | $3.82M | Buy |
+28,399
| New | +$3.82M | 0.6% | 48 |
|