JFS Wealth 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 | $5.74M | Buy |
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|
2025
Q1 | $4.92M | Sell |
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|
2024
Q4 | $6.22M | Buy |
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|
2024
Q3 | $5.96M | Buy |
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|
2024
Q2 | $4.79M | Sell |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $3.64M | Sell |
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|
2022
Q3 | $4.09M | Buy |
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|
2022
Q2 | $4M | Buy |
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|
2022
Q1 | $4.8M | Sell |
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|
2021
Q4 | $5.23M | Buy |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.16M | Buy |
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|
2020
Q1 | $780K | Sell |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.58M | Sell |
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|
2017
Q3 | $1.58M | Buy |
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|
2017
Q2 | $1.12M | Sell |
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|
2017
Q1 | $1.26M | Hold |
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|
2016
Q4 | $1.26M | Buy |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.22M | Buy |
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|
2016
Q1 | $1.11M | Sell |
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|
2015
Q4 | $1.38M | Buy |
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|
2015
Q3 | $272K | Sell |
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|
2015
Q2 | $481K | Sell |
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|
2015
Q1 | $524K | Buy |
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|
2014
Q4 | $466K | Sell |
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|
2014
Q3 | $460K | Sell |
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|
2014
Q2 | $621K | Sell |
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|
2014
Q1 | $1.16M | Sell |
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|
2013
Q4 | $1.47M | Buy |
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|
2013
Q3 | $1.21M | Sell |
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|
2013
Q2 | $1.29M | Buy |
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