LA
LM 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 | $460K | Sell |
2,131
-142
| -6% | -$30.7K | 0.06% | 129 |
|
|
2025
Q1 | $453K | Buy |
2,273
+523
| +30% | +$104K | 0.08% | 165 |
|
|
2024
Q4 | $387K | Sell |
1,750
-1
| -0.1% | -$221 | 0.07% | 147 |
|
|
2024
Q3 | $387K | Hold |
1,751
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $355K | Sell |
1,751
-6,272
| -78% | -$1.27M | ﹤0.01% | 146 |
|
|
2024
Q1 | $1.69M | Buy |
8,023
+6,272
| +358% | +$1.32M | 0.27% | 73 |
|
|
2023
Q4 | $351K | Buy |
+1,751
| New | +$351K | 0.07% | 140 |
|