LWA
Lowe Wealth 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 | $96.8K | Hold |
449
| – | – | 0.04% | 91 |
|
|
2025
Q1 | $89.5K | Sell |
449
-7
| -2% | -$1.4K | 0.04% | 95 |
|
|
2024
Q4 | $101K | Buy |
456
+431
| +1,724% | +$95.1K | 0.04% | 86 |
|
|
2024
Q3 | $5.52K | Sell |
25
-20
| -44% | -$4.42K | ﹤0.01% | 252 |
|
|
2024
Q2 | $9.13K | Sell |
45
-4
| -8% | -$812 | ﹤0.01% | 228 |
|
|
2024
Q1 | $10.3K | Hold |
49
| – | – | ﹤0.01% | 211 |
|
|
2023
Q4 | $9.84K | Sell |
49
-100
| -67% | -$20.1K | ﹤0.01% | 211 |
|
|
2023
Q3 | $26.3K | Sell |
149
-1,688
| -92% | -$298K | 0.01% | 138 |
|
|
2023
Q2 | $344K | Buy |
1,837
+1,639
| +828% | +$307K | 0.17% | 36 |
|
|
2023
Q1 | $35.3K | Buy |
198
+40
| +25% | +$7.14K | 0.02% | 122 |
|
|
2022
Q4 | $27.5K | Hold |
158
| – | – | 0.02% | 138 |
|
|
2022
Q3 | $26K | Hold |
158
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $27K | Hold |
158
| – | – | 0.01% | 123 |
|
|
2022
Q1 | $32K | Sell |
158
-575
| -78% | -$116K | 0.01% | 125 |
|
|
2021
Q4 | $163K | Buy |
733
+540
| +280% | +$120K | 0.07% | 51 |
|
|
2021
Q3 | $42K | Hold |
193
| – | – | 0.02% | 101 |
|
|
2021
Q2 | $44K | Hold |
193
| – | – | 0.02% | 97 |
|
|
2021
Q1 | $43K | Hold |
193
| – | – | 0.02% | 95 |
|
|
2020
Q4 | $38K | Hold |
193
| – | – | 0.02% | 98 |
|
|
2020
Q3 | $29K | Sell |
193
-15
| -7% | -$2.25K | 0.02% | 95 |
|
|
2020
Q2 | $30K | Sell |
208
-5,520
| -96% | -$796K | 0.02% | 92 |
|
|
2020
Q1 | $656K | Buy |
5,728
+5,660
| +8,324% | +$648K | 0.46% | 19 |
|
|
2019
Q4 | $11K | Hold |
68
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $10K | Sell |
68
-260
| -79% | -$38.2K | 0.01% | 156 |
|
|
2019
Q2 | $51K | Sell |
328
-567
| -63% | -$88.2K | 0.03% | 62 |
|
|
2019
Q1 | $137K | Hold |
895
| – | – | 0.08% | 38 |
|
|
2018
Q4 | $120K | Hold |
895
| – | – | 0.08% | 38 |
|
|
2018
Q3 | $151K | Hold |
895
| – | – | 0.09% | 38 |
|
|
2018
Q2 | $147K | Buy |
895
+30
| +3% | +$4.93K | 0.09% | 38 |
|
|
2018
Q1 | $131K | Hold |
865
| – | – | 0.08% | 42 |
|
|
2017
Q4 | $132K | Hold |
865
| – | – | 0.08% | 43 |
|
|
2017
Q3 | $128K | Sell |
865
-25
| -3% | -$3.7K | 0.08% | 42 |
|
|
2017
Q2 | $125K | Buy |
890
+30
| +3% | +$4.21K | 0.08% | 41 |
|
|
2017
Q1 | $118K | Buy |
860
+135
| +19% | +$18.5K | 0.08% | 41 |
|
|
2016
Q4 | $98K | Buy |
725
+110
| +18% | +$14.9K | 0.07% | 43 |
|
|
2016
Q3 | $76K | Sell |
615
-13,915
| -96% | -$1.72M | 0.05% | 49 |
|
|
2016
Q2 | $1.67M | Sell |
14,530
-44
| -0.3% | -$5.06K | 1.12% | 20 |
|
|
2016
Q1 | $1.61M | Sell |
14,574
-409
| -3% | -$45.2K | 1.11% | 20 |
|
|
2015
Q4 | $1.69M | Buy |
14,983
+836
| +6% | +$94.1K | 1.15% | 18 |
|
|
2015
Q3 | $1.55M | Sell |
14,147
-80
| -0.6% | -$8.74K | 1.17% | 16 |
|
|
2015
Q2 | $1.78M | Buy |
14,227
+355
| +3% | +$44.3K | 1.2% | 17 |
|
|
2015
Q1 | $1.73M | Buy |
13,872
+1,240
| +10% | +$154K | 1.17% | 18 |
|
|
2014
Q4 | $1.51M | Buy |
+12,632
| New | +$1.51M | 1.08% | 17 |
|