LA
Lifeworks 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 | $1.1M | Sell |
5,085
-260
| -5% | -$56.1K | 0.16% | 119 |
|
|
2025
Q1 | $1.07M | Sell |
5,345
-13,021
| -71% | -$2.6M | 0.18% | 117 |
|
|
2024
Q4 | $4.06M | Buy |
18,366
+10,880
| +145% | +$2.4M | 0.73% | 43 |
|
|
2024
Q3 | $1.65M | Buy |
7,486
+3,187
| +74% | +$704K | 0.33% | 90 |
|
|
2024
Q2 | $872K | Sell |
4,299
-243
| -5% | -$49.3K | 0.24% | 93 |
|
|
2024
Q1 | $955K | Buy |
4,542
+411
| +10% | +$86.4K | 0.27% | 88 |
|
|
2023
Q4 | $829K | Sell |
4,131
-863
| -17% | -$173K | 0.29% | 88 |
|
|
2023
Q3 | $883K | Sell |
4,994
-591
| -11% | -$104K | 0.34% | 83 |
|
|
2023
Q2 | $1.05M | Sell |
5,585
-200
| -3% | -$37.5K | 0.45% | 75 |
|
|
2023
Q1 | $1.03M | Buy |
5,785
+2,373
| +70% | +$423K | 0.49% | 74 |
|
|
2022
Q4 | $595K | Buy |
3,412
+79
| +2% | +$13.8K | 0.34% | 80 |
|
|
2022
Q3 | $611K | Sell |
3,333
-379
| -10% | -$69.5K | 0.35% | 85 |
|
|
2022
Q2 | $629K | Sell |
3,712
-200
| -5% | -$33.9K | 0.4% | 83 |
|
|
2022
Q1 | $803K | Sell |
3,912
-7,613
| -66% | -$1.56M | 0.53% | 65 |
|
|
2021
Q4 | $2.56M | Buy |
+11,525
| New | +$2.56M | 2.04% | 11 |
|