Powell Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $917K | Hold |
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|
2023
Q2 | $967K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $898K | Buy |
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|
2022
Q3 | $632K | Sell |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $441K | Hold |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $190K | Sell |
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|
2020
Q1 | $154K | Sell |
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|
2019
Q4 | $250K | Buy |
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