IFA
Interactive Financial 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 | $290K | Hold |
1,345
| – | – | 0.14% | 75 |
|
|
2025
Q1 | $268K | Sell |
1,345
-2
| -0.1% | -$399 | 0.14% | 74 |
|
|
2024
Q4 | $298K | Sell |
1,347
-3
| -0.2% | -$663 | 0.16% | 76 |
|
|
2024
Q3 | $298K | Sell |
1,350
-11
| -0.8% | -$2.43K | 0.15% | 75 |
|
|
2024
Q2 | $276K | Buy |
1,361
+2
| +0.1% | +$406 | 0.15% | 77 |
|
|
2024
Q1 | $286K | Sell |
1,359
-14,034
| -91% | -$2.95M | 0.16% | 74 |
|
|
2023
Q4 | $530K | Buy |
15,393
+14,073
| +1,066% | +$485K | 0.28% | 52 |
|
|
2023
Q3 | $233K | Buy |
1,320
+10
| +0.8% | +$1.77K | 0.16% | 81 |
|
|
2023
Q2 | $245K | Sell |
1,310
-55
| -4% | -$10.3K | 0.17% | 79 |
|
|
2023
Q1 | $244K | Sell |
1,365
-30
| -2% | -$5.35K | 0.16% | 75 |
|
|
2022
Q4 | $243K | Sell |
1,395
-24
| -2% | -$4.18K | 0.15% | 81 |
|
|
2022
Q3 | $234K | Sell |
1,419
-16
| -1% | -$2.64K | 0.14% | 82 |
|
|
2022
Q2 | $248K | Buy |
1,435
+103
| +8% | +$17.8K | 0.12% | 75 |
|
|
2022
Q1 | $273K | Sell |
1,332
-105
| -7% | -$21.5K | 0.13% | 81 |
|
|
2021
Q4 | $320K | Sell |
1,437
-7
| -0.5% | -$1.56K | 0.12% | 69 |
|
|
2021
Q3 | $316K | Sell |
1,444
-111
| -7% | -$24.3K | 0.14% | 71 |
|
|
2021
Q2 | $357K | Sell |
1,555
-276
| -15% | -$63.4K | 0.15% | 69 |
|
|
2021
Q1 | $404K | Buy |
1,831
+111
| +6% | +$24.5K | 0.17% | 59 |
|
|
2020
Q4 | $337K | Sell |
1,720
-114
| -6% | -$22.3K | 0.15% | 63 |
|
|
2020
Q3 | $275K | Buy |
1,834
+94
| +5% | +$14.1K | 0.14% | 66 |
|
|
2020
Q2 | $249K | Buy |
1,740
+53
| +3% | +$7.58K | 0.12% | 63 |
|
|
2020
Q1 | $193K | Sell |
1,687
-53
| -3% | -$6.06K | 0.17% | 41 |
|
|
2019
Q4 | $288K | Sell |
1,740
-892
| -34% | -$148K | 0.13% | 66 |
|
|
2019
Q3 | $398K | Hold |
2,632
| – | – | 0.18% | 51 |
|
|
2019
Q2 | $409K | Sell |
2,632
-42
| -2% | -$6.53K | 0.19% | 55 |
|
|
2019
Q1 | $409K | Sell |
2,674
-63
| -2% | -$9.64K | 0.2% | 45 |
|
|
2018
Q4 | $366K | Sell |
2,737
-92
| -3% | -$12.3K | 0.19% | 45 |
|
|
2018
Q3 | $477K | Sell |
2,829
-46
| -2% | -$7.76K | 0.23% | 47 |
|
|
2018
Q2 | $471K | Sell |
2,875
-149
| -5% | -$24.4K | 0.22% | 46 |
|
|
2018
Q1 | $459K | Sell |
3,024
-947
| -24% | -$144K | 0.22% | 49 |
|
|
2017
Q4 | $605K | Sell |
3,971
-292
| -7% | -$44.5K | 0.27% | 43 |
|
|
2017
Q3 | $632K | Sell |
4,263
-356
| -8% | -$52.8K | 0.29% | 42 |
|
|
2017
Q2 | $651K | Sell |
4,619
-182
| -4% | -$25.7K | 0.31% | 44 |
|
|
2017
Q1 | $660K | Sell |
4,801
-398
| -8% | -$54.7K | 0.32% | 41 |
|
|
2016
Q4 | $701K | Sell |
5,199
-144
| -3% | -$19.4K | 0.35% | 41 |
|
|
2016
Q3 | $664K | Sell |
5,343
-478
| -8% | -$59.4K | 0.33% | 42 |
|
|
2016
Q2 | $669K | Sell |
5,821
-436
| -7% | -$50.1K | 0.35% | 40 |
|
|
2016
Q1 | $692K | Buy |
6,257
+158
| +3% | +$17.5K | 0.42% | 38 |
|
|
2015
Q4 | $687K | Sell |
6,099
-756
| -11% | -$85.2K | 0.4% | 34 |
|
|
2015
Q3 | $749K | Sell |
6,855
-289
| -4% | -$31.6K | 0.42% | 34 |
|
|
2015
Q2 | $892K | Sell |
7,144
-727
| -9% | -$90.8K | 0.48% | 36 |
|
|
2015
Q1 | $979K | Sell |
7,871
-985
| -11% | -$123K | 0.53% | 36 |
|
|
2014
Q4 | $1.06M | Sell |
8,856
-1,273
| -13% | -$152K | 0.58% | 34 |
|
|
2014
Q3 | $1.11M | Sell |
10,129
-998
| -9% | -$109K | 0.63% | 32 |
|
|
2014
Q2 | $1.32M | Sell |
11,127
-916
| -8% | -$109K | 0.75% | 28 |
|
|
2014
Q1 | $1.4M | Sell |
12,043
-632
| -5% | -$73.5K | 0.81% | 23 |
|
|
2013
Q4 | $1.46M | Sell |
12,675
-1,326
| -9% | -$153K | 0.86% | 20 |
|
|
2013
Q3 | $1.49M | Sell |
14,001
-1,026
| -7% | -$109K | 0.91% | 20 |
|
|
2013
Q2 | $1.46M | Buy |
+15,027
| New | +$1.46M | 1.07% | 15 |
|