PFA
Pinnacle Family Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,760
| Closed | -$1.71M | – | 119 |
|
|
2024
Q3 | $1.71M | Buy |
+7,760
| New | +$1.71M | 0.89% | 33 |
|
|
2021
Q4 | – | Sell |
-1,159
| Closed | -$254K | – | 134 |
|
|
2021
Q3 | $254K | Sell |
1,159
-40,593
| -97% | -$8.9M | 0.11% | 119 |
|
|
2021
Q2 | $9.58M | Buy |
41,752
+7,021
| +20% | +$1.61M | 4.18% | 7 |
|
|
2021
Q1 | $7.67M | Buy |
34,731
+32,590
| +1,522% | +$7.2M | 4.02% | 9 |
|
|
2020
Q4 | $420K | Buy |
+2,141
| New | +$420K | 0.26% | 69 |
|
|
2019
Q1 | – | Sell |
-71,084
| Closed | -$9.52M | – | 77 |
|
|
2018
Q4 | $9.52M | Buy |
+71,084
| New | +$9.52M | 6.4% | 5 |
|
|
2018
Q1 | – | Sell |
-44,765
| Closed | -$6.83M | – | 70 |
|
|
2017
Q4 | $6.83M | Buy |
+44,765
| New | +$6.83M | 3.15% | 8 |
|
|
2017
Q2 | – | Sell |
-61,140
| Closed | -$8.41M | – | 74 |
|
|
2017
Q1 | $8.41M | Buy |
61,140
+12,395
| +25% | +$1.7M | 5.2% | 7 |
|
|
2016
Q4 | $6.57M | Buy |
+48,745
| New | +$6.57M | 4.02% | 5 |
|