Independent Advisor Alliance’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $472K | Buy |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $8.72M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $676K | Hold |
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|
2024
Q1 | $700K | Hold |
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|
2023
Q4 | $668K | Hold |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $684K | Hold |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $639K | Hold |
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|
2022
Q3 | $604K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.93M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.81M | Buy |
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