PIA
Powell Investment 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 | $1.69M | Buy |
7,844
+1,859
| +31% | +$401K | 0.64% | 25 |
|
|
2025
Q1 | $1.19M | Buy |
5,985
+531
| +10% | +$106K | 0.59% | 24 |
|
|
2024
Q4 | $1.21M | Buy |
5,454
+6
| +0.1% | +$1.33K | 0.56% | 26 |
|
|
2024
Q3 | $1.2M | Sell |
5,448
-859
| -14% | -$190K | 0.56% | 29 |
|
|
2024
Q2 | $1.28M | Buy |
6,307
+1,122
| +22% | +$228K | 0.66% | 25 |
|
|
2024
Q1 | $1.09M | Buy |
5,185
+5
| +0.1% | +$1.05K | 0.58% | 29 |
|
|
2023
Q4 | $1.04M | Buy |
5,180
+15
| +0.3% | +$3.01K | 0.58% | 28 |
|
|
2023
Q3 | $917K | Hold |
5,165
| – | – | 0.55% | 30 |
|
|
2023
Q2 | $967K | Sell |
5,165
-594
| -10% | -$111K | 0.57% | 26 |
|
|
2023
Q1 | $1.03M | Buy |
5,759
+606
| +12% | +$108K | 0.57% | 26 |
|
|
2022
Q4 | $898K | Buy |
5,153
+1,320
| +34% | +$230K | 0.52% | 33 |
|
|
2022
Q3 | $632K | Sell |
3,833
-300
| -7% | -$49.5K | 0.41% | 38 |
|
|
2022
Q2 | $700K | Buy |
4,133
+1,861
| +82% | +$315K | 0.42% | 32 |
|
|
2022
Q1 | $466K | Buy |
2,272
+348
| +18% | +$71.4K | 0.27% | 56 |
|
|
2021
Q4 | $428K | Buy |
1,924
+808
| +72% | +$180K | 0.24% | 55 |
|
|
2021
Q3 | $244K | Sell |
1,116
-808
| -42% | -$177K | 0.15% | 89 |
|
|
2021
Q2 | $441K | Hold |
1,924
| – | – | 0.27% | 48 |
|
|
2021
Q1 | $425K | Sell |
1,924
-647
| -25% | -$143K | 0.28% | 48 |
|
|
2020
Q4 | $504K | Buy |
2,571
+763
| +42% | +$150K | 0.38% | 38 |
|
|
2020
Q3 | $271K | Buy |
1,808
+482
| +36% | +$72.2K | 0.23% | 66 |
|
|
2020
Q2 | $190K | Sell |
1,326
-20
| -1% | -$2.87K | 0.18% | 88 |
|
|
2020
Q1 | $154K | Sell |
1,346
-163
| -11% | -$18.6K | 0.19% | 91 |
|
|
2019
Q4 | $250K | Buy |
+1,509
| New | +$250K | 0.26% | 82 |
|