IA
Insight 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 | $610K | Sell |
2,828
-17
| -0.6% | -$3.67K | 0.1% | 131 |
|
|
2025
Q1 | $568K | Sell |
2,845
-179
| -6% | -$35.7K | 0.1% | 130 |
|
|
2024
Q4 | $668K | Buy |
3,024
+230
| +8% | +$50.8K | 0.11% | 115 |
|
|
2024
Q3 | $617K | Buy |
2,794
+40
| +1% | +$8.84K | 0.11% | 133 |
|
|
2024
Q2 | $559K | Sell |
2,754
-52
| -2% | -$10.5K | 0.1% | 134 |
|
|
2024
Q1 | $590K | Buy |
2,806
+26
| +0.9% | +$5.47K | 0.11% | 136 |
|
|
2023
Q4 | $558K | Sell |
2,780
-34
| -1% | -$6.82K | 0.12% | 126 |
|
|
2023
Q3 | $497K | Buy |
2,814
+190
| +7% | +$33.6K | 0.11% | 136 |
|
|
2023
Q2 | $491K | Sell |
2,624
-70
| -3% | -$13.1K | 0.11% | 144 |
|
|
2023
Q1 | $481K | Hold |
2,694
| – | – | 0.11% | 156 |
|
|
2022
Q4 | $467K | Sell |
2,694
-170
| -6% | -$29.5K | 0.16% | 165 |
|
|
2022
Q3 | $472K | Buy |
2,864
+26
| +0.9% | +$4.29K | 0.19% | 139 |
|
|
2022
Q2 | $537K | Sell |
2,838
-594
| -17% | -$112K | 0.18% | 140 |
|
|
2022
Q1 | $705K | Buy |
3,432
+23
| +0.7% | +$4.73K | 0.21% | 126 |
|
|
2021
Q4 | $758K | Buy |
3,409
+395
| +13% | +$87.8K | 0.22% | 109 |
|
|
2021
Q3 | $719K | Hold |
3,014
| – | – | 0.21% | 126 |
|
|
2021
Q2 | $663K | Sell |
3,014
-70
| -2% | -$15.4K | 0.21% | 124 |
|
|
2021
Q1 | $694K | Buy |
3,084
+275
| +10% | +$61.9K | 0.22% | 118 |
|
|
2020
Q4 | $551K | Buy |
+2,809
| New | +$551K | 0.21% | 120 |
|