PFA
Plotkin Financial 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 | $449K | Sell |
2,082
-1
| -0% | -$216 | 0.25% | 60 |
|
|
2025
Q1 | $416K | Sell |
2,083
-5
| -0.2% | -$997 | 0.26% | 62 |
|
|
2024
Q4 | $461K | Sell |
2,088
-77
| -4% | -$17K | 0.27% | 53 |
|
|
2024
Q3 | $478K | Sell |
2,165
-153
| -7% | -$33.8K | 0.29% | 55 |
|
|
2024
Q2 | $470K | Sell |
2,318
-88
| -4% | -$17.9K | 0.3% | 51 |
|
|
2024
Q1 | $506K | Sell |
2,406
-420
| -15% | -$88.3K | 0.34% | 46 |
|
|
2023
Q4 | $567K | Sell |
2,826
-555
| -16% | -$111K | 0.43% | 36 |
|
|
2023
Q3 | $598K | Buy |
3,381
+137
| +4% | +$24.2K | 0.53% | 31 |
|
|
2023
Q2 | $608K | Sell |
3,244
-255
| -7% | -$47.8K | 0.51% | 34 |
|
|
2023
Q1 | $624K | Hold |
3,499
| – | – | 0.58% | 32 |
|
|
2022
Q4 | $610K | Hold |
3,499
| – | – | 0.62% | 28 |
|
|
2022
Q3 | $577K | Sell |
3,499
-1
| -0% | -$165 | 0.58% | 31 |
|
|
2022
Q2 | $593K | Sell |
3,500
-245
| -7% | -$41.5K | 0.56% | 30 |
|
|
2022
Q1 | $769K | Sell |
3,745
-314
| -8% | -$64.5K | 0.54% | 32 |
|
|
2021
Q4 | $903K | Sell |
4,059
-5,848
| -59% | -$1.3M | 0.57% | 30 |
|
|
2021
Q3 | $2.17M | Sell |
9,907
-6,274
| -39% | -$1.37M | 1.29% | 21 |
|
|
2021
Q2 | $3.71M | Buy |
16,181
+14,633
| +945% | +$3.36M | 2.05% | 18 |
|
|
2021
Q1 | $342K | Buy |
+1,548
| New | +$342K | 0.21% | 53 |
|