OneDigital Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
18,950
+4,743
| +33% | +$1.02M | 0.05% | 275 |
|
|
2025
Q1 | $2.83M | Sell |
14,207
-3,986
| -22% | -$795K | 0.03% | 320 |
|
|
2024
Q4 | $4.02M | Sell |
18,193
-1,818
| -9% | -$402K | 0.05% | 277 |
|
|
2024
Q3 | $4.42M | Buy |
20,011
+2,741
| +16% | +$605K | 0.05% | 263 |
|
|
2024
Q2 | $3.5M | Buy |
17,270
+3,753
| +28% | +$761K | 0.04% | 292 |
|
|
2024
Q1 | $2.84M | Sell |
13,517
-2,059
| -13% | -$433K | 0.04% | 268 |
|
|
2023
Q4 | $3.13M | Sell |
15,576
-3,549
| -19% | -$712K | 0.05% | 238 |
|
|
2023
Q3 | $3.38M | Sell |
19,125
-2,738
| -13% | -$484K | 0.07% | 200 |
|
|
2023
Q2 | $4.09M | Buy |
21,863
+1,142
| +6% | +$214K | 0.09% | 174 |
|
|
2023
Q1 | $3.7M | Buy |
20,721
+706
| +4% | +$126K | 0.09% | 173 |
|
|
2022
Q4 | $3.49M | Buy |
20,015
+10,526
| +111% | +$1.84M | 0.1% | 171 |
|
|
2022
Q3 | $1.57M | Buy |
9,489
+1,409
| +17% | +$232K | 0.06% | 221 |
|
|
2022
Q2 | $1.37M | Sell |
8,080
-1,155
| -13% | -$196K | 0.06% | 212 |
|
|
2022
Q1 | $1.9M | Sell |
9,235
-5,463
| -37% | -$1.12M | 0.07% | 168 |
|
|
2021
Q4 | $3.27M | Buy |
14,698
+456
| +3% | +$101K | 0.12% | 109 |
|
|
2021
Q3 | $3.12M | Buy |
14,242
+3,204
| +29% | +$701K | 0.12% | 109 |
|
|
2021
Q2 | $2.53M | Buy |
11,038
+2,177
| +25% | +$499K | 0.1% | 127 |
|
|
2021
Q1 | $1.96M | Buy |
8,861
+1,484
| +20% | +$328K | 0.09% | 154 |
|
|
2020
Q4 | $1.46M | Buy |
7,377
+1,266
| +21% | +$250K | 0.08% | 183 |
|
|
2020
Q3 | $915K | Sell |
6,111
-83
| -1% | -$12.4K | 0.06% | 209 |
|
|
2020
Q2 | $887K | Sell |
6,194
-464
| -7% | -$66.4K | 0.06% | 221 |
|
|
2020
Q1 | $762K | Buy |
6,658
+2,208
| +50% | +$253K | 0.07% | 222 |
|
|
2019
Q4 | $737K | Sell |
4,450
-204
| -4% | -$33.8K | 0.06% | 231 |
|
|
2019
Q3 | $704K | Buy |
4,654
+1,175
| +34% | +$178K | 0.06% | 218 |
|
|
2019
Q2 | $541K | Buy |
3,479
+1,280
| +58% | +$199K | 0.04% | 236 |
|
|
2019
Q1 | $337K | Buy |
2,199
+1,540
| +234% | +$236K | 0.05% | 214 |
|
|
2018
Q4 | $88K | Sell |
659
-1,023
| -61% | -$137K | 0.01% | 357 |
|
|
2018
Q3 | $283K | Buy |
1,682
+2
| +0.1% | +$337 | 0.07% | 142 |
|
|
2018
Q2 | $275K | Buy |
1,680
+8
| +0.5% | +$1.31K | 0.06% | 173 |
|
|
2018
Q1 | $254K | Buy |
1,672
+2
| +0.1% | +$304 | 0.06% | 191 |
|
|
2017
Q4 | $255K | Buy |
1,670
+1,031
| +161% | +$157K | 0.03% | 199 |
|
|
2017
Q3 | $95K | Sell |
639
-1,132
| -64% | -$168K | 0.03% | 239 |
|
|
2017
Q2 | $250K | Buy |
+1,771
| New | +$250K | 0.07% | 173 |
|