OFS
OneAscent Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
2,488
-580
| -19% | -$126K | 0.04% | 296 |
|
|
2025
Q1 | $612K | Buy |
3,068
+1,570
| +105% | +$313K | 0.04% | 296 |
|
|
2024
Q4 | $331K | Buy |
+1,498
| New | +$331K | 0.03% | 338 |
|
|
2024
Q2 | – | Sell |
-1,469
| Closed | -$309K | – | 307 |
|
|
2024
Q1 | $309K | Sell |
1,469
-13
| -0.9% | -$2.74K | 0.03% | 282 |
|
|
2023
Q4 | $297K | Buy |
+1,482
| New | +$297K | 0.04% | 271 |
|