Kovack 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 | $633K | Buy |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $881K | Buy |
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|
2022
Q4 | $850K | Sell |
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|
2022
Q3 | $806K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $852K | Sell |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $942K | Buy |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $860K | Buy |
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|
2019
Q4 | $605K | Sell |
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|
2019
Q3 | $593K | Sell |
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|
2019
Q2 | $637K | Sell |
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|
2019
Q1 | $675K | Sell |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q3 | $910K | Buy |
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|
2018
Q2 | $339K | Sell |
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|
2018
Q1 | $334K | Sell |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $361K | Sell |
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|
2017
Q2 | $457K | Buy |
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