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NewEdge 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 | $20.3M | Sell |
93,987
-15,461
| -14% | -$3.34M | 0.1% | 199 |
|
|
2025
Q1 | $21.8M | Sell |
109,448
-7,988
| -7% | -$1.59M | 0.13% | 167 |
|
|
2024
Q4 | $25.9M | Sell |
117,436
-74,073
| -39% | -$16.4M | 0.16% | 133 |
|
|
2024
Q3 | $40.1M | Buy |
191,509
+31,292
| +20% | +$6.55M | 0.26% | 85 |
|
|
2024
Q2 | $32.5M | Buy |
160,217
+3,148
| +2% | +$639K | 0.24% | 96 |
|
|
2024
Q1 | $33M | Buy |
157,069
+32,639
| +26% | +$6.86M | 0.29% | 78 |
|
|
2023
Q4 | $24.5M | Sell |
124,430
-16,743
| -12% | -$3.3M | 0.23% | 106 |
|
|
2023
Q3 | $25M | Buy |
141,173
+22,457
| +19% | +$3.97M | 0.27% | 92 |
|
|
2023
Q2 | $22.2M | Buy |
118,716
+14,638
| +14% | +$2.74M | 0.25% | 98 |
|
|
2023
Q1 | $18.5M | Buy |
104,078
+471
| +0.5% | +$83.6K | 0.23% | 108 |
|
|
2022
Q4 | $16.1M | Buy |
103,607
+43,424
| +72% | +$6.75M | 0.43% | 45 |
|
|
2022
Q3 | $9.93M | Sell |
60,183
-509
| -0.8% | -$83.9K | 0.16% | 144 |
|
|
2022
Q2 | $10.3M | Buy |
60,692
+3,442
| +6% | +$583K | 0.17% | 135 |
|
|
2022
Q1 | $11.8M | Sell |
57,250
-2,647
| -4% | -$543K | 0.19% | 125 |
|
|
2021
Q4 | $13.3M | Buy |
59,897
+18,684
| +45% | +$4.16M | 0.2% | 118 |
|
|
2021
Q3 | $9.02M | Buy |
41,213
+13,876
| +51% | +$3.04M | 0.22% | 101 |
|
|
2021
Q2 | $6.27M | Sell |
27,337
-344
| -1% | -$78.9K | 0.17% | 130 |
|
|
2021
Q1 | $6.12M | Buy |
27,681
+2,678
| +11% | +$592K | 0.18% | 119 |
|
|
2020
Q4 | $4.9M | Sell |
25,003
-2,626
| -10% | -$515K | 0.16% | 134 |
|
|
2020
Q3 | $4.14M | Buy |
27,629
+4,028
| +17% | +$603K | 0.14% | 150 |
|
|
2020
Q2 | $3.38M | Sell |
23,601
-3,173
| -12% | -$454K | 0.13% | 155 |
|
|
2020
Q1 | $3.07M | Buy |
26,774
+705
| +3% | +$80.7K | 0.15% | 137 |
|
|
2019
Q4 | $4.32M | Hold |
26,069
| – | – | 0.17% | 136 |
|
|
2019
Q3 | $3.95M | Buy |
26,069
+4,266
| +20% | +$647K | 0.18% | 129 |
|
|
2019
Q2 | $3.39M | Sell |
21,803
-1,416
| -6% | -$220K | 0.21% | 124 |
|
|
2019
Q1 | $3.56M | Sell |
23,219
-2,851
| -11% | -$437K | 0.23% | 108 |
|
|
2018
Q4 | $3.49K | Sell |
26,070
-276
| -1% | -$37 | 0.23% | 103 |
|
|
2018
Q3 | $4.44M | Buy |
26,346
+4,381
| +20% | +$738K | 0.34% | 79 |
|
|
2018
Q2 | $3.62K | Buy |
21,965
+278
| +1% | +$46 | 0.33% | 84 |
|
|
2018
Q1 | $3.21M | Buy |
21,687
+11,974
| +123% | +$1.77M | 0.37% | 73 |
|
|
2017
Q4 | $1.51M | Buy |
9,713
+1,397
| +17% | +$217K | 0.2% | 111 |
|
|
2017
Q3 | $1.24M | Buy |
8,316
+1,096
| +15% | +$164K | 0.19% | 133 |
|
|
2017
Q2 | $1.01M | Buy |
7,220
+1,082
| +18% | +$151K | 0.17% | 135 |
|
|
2017
Q1 | $825K | Buy |
+6,138
| New | +$825K | 0.19% | 123 |
|