Integrated Advisors Network’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Sell |
45,658
-7,503
| -14% | -$1.62M | 0.44% | 47 |
|
|
2025
Q1 | $10.6M | Buy |
53,161
+109
| +0.2% | +$21.7K | 0.54% | 36 |
|
|
2024
Q4 | $11.7M | Buy |
53,052
+1,914
| +4% | +$423K | 0.56% | 31 |
|
|
2024
Q3 | $11.3M | Buy |
51,138
+4,666
| +10% | +$1.03M | 0.53% | 36 |
|
|
2024
Q2 | $9.43M | Sell |
46,472
-1,662
| -3% | -$337K | 0.48% | 43 |
|
|
2024
Q1 | $10.1M | Buy |
48,134
+46
| +0.1% | +$9.67K | 0.51% | 41 |
|
|
2023
Q4 | $9.65M | Sell |
48,088
-4,847
| -9% | -$973K | 0.55% | 38 |
|
|
2023
Q3 | $9.36M | Buy |
52,935
+1,264
| +2% | +$223K | 0.57% | 34 |
|
|
2023
Q2 | $9.68M | Buy |
51,671
+3,533
| +7% | +$662K | 0.56% | 36 |
|
|
2023
Q1 | $8.59M | Buy |
48,138
+409
| +0.9% | +$73K | 0.52% | 42 |
|
|
2022
Q4 | $8.32M | Buy |
47,729
+986
| +2% | +$172K | 0.54% | 38 |
|
|
2022
Q3 | $7.71M | Buy |
46,743
+13,396
| +40% | +$2.21M | 0.52% | 40 |
|
|
2022
Q2 | $5.65M | Buy |
33,347
+2,561
| +8% | +$434K | 0.37% | 65 |
|
|
2022
Q1 | $6.32M | Buy |
30,786
+8,102
| +36% | +$1.66M | 0.37% | 64 |
|
|
2021
Q4 | $5.05M | Sell |
22,684
-1,046
| -4% | -$233K | 0.3% | 77 |
|
|
2021
Q3 | $5.19M | Buy |
23,730
+4,511
| +23% | +$987K | 0.34% | 59 |
|
|
2021
Q2 | $4.41M | Buy |
19,219
+1,654
| +9% | +$379K | 0.32% | 78 |
|
|
2021
Q1 | $3.88M | Buy |
17,565
+4,663
| +36% | +$1.03M | 0.35% | 70 |
|
|
2020
Q4 | $2.53M | Buy |
12,902
+3,938
| +44% | +$772K | 0.28% | 101 |
|
|
2020
Q3 | $1.34M | Sell |
8,964
-98
| -1% | -$14.7K | 0.17% | 144 |
|
|
2020
Q2 | $1.3M | Buy |
9,062
+756
| +9% | +$108K | 0.15% | 161 |
|
|
2020
Q1 | $951K | Sell |
8,306
-2,138
| -20% | -$245K | 0.19% | 138 |
|
|
2019
Q4 | $1.73M | Buy |
+10,444
| New | +$1.73M | 0.23% | 140 |
|