J.W. Cole Advisors’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
Q2 | $17.3M | Buy |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $14.9M | Sell |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $13.7M | Sell |
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|
2024
Q1 | $14.7M | Sell |
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|
2023
Q4 | $14.5M | Buy |
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|
2023
Q3 | $7.89M | Buy |
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|
2023
Q2 | $8.33M | Sell |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $9.61M | Buy |
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|
2022
Q2 | $8.84M | Buy |
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|
2022
Q1 | $9.68M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $9.87M | Buy |
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|
2020
Q4 | $8.56M | Buy |
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|
2020
Q3 | $3.8M | Sell |
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|
2020
Q2 | $6.39M | Buy |
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|
2020
Q1 | $640K | Sell |
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|
2019
Q4 | $7.78M | Buy |
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