Professional Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Professional Advisory Services’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$374K	Hold	1,735	–	–	0.05%	64
2025 Q1	$346K	Hold	1,735	–	–	0.05%	65
2024 Q4	$383K	Hold	1,735	–	–	0.05%	59
2024 Q3	$383K	Hold	1,735	–	–	0.05%	62
2024 Q2	$352K	Hold	1,735	–	–	0.05%	60
2024 Q1	$365K	Hold	1,735	–	–	0.05%	59
2023 Q4	$348K	Hold	1,735	–	–	0.05%	58
2023 Q3	$307K	Hold	1,735	–	–	0.05%	57
2023 Q2	$325K	Hold	1,735	–	–	0.05%	59
2023 Q1	$310K	Hold	1,735	–	–	0.05%	60
2022 Q4	$303K	Hold	1,735	–	–	0.05%	62
2022 Q3	$286K	Hold	1,735	–	–	0.05%	61
2022 Q2	$294K	Hold	1,735	–	–	0.05%	61
2022 Q1	$356K	Hold	1,735	–	–	0.05%	60
2021 Q4	$386K	Hold	1,735	–	–	0.05%	58
2021 Q3	$380K	Sell	1,735 -30	-2%	-$6.57K	0.06%	57
2021 Q2	$405K	Buy	1,765 +30	+2%	+$6.88K	0.06%	55
2021 Q1	$383K	Hold	1,735	–	–	0.06%	54
2020 Q4	$340K	Hold	1,735	–	–	0.05%	51
2020 Q3	$260K	Hold	1,735	–	–	0.05%	59
2020 Q2	$248K	Buy	+1,735	New	+$248K	0.05%	60
2020 Q1	–	Sell	-1,735	Closed	-$287K	–	65
2019 Q4	$287K	Hold	1,735	–	–	0.05%	62
2019 Q3	$263K	Hold	1,735	–	–	0.05%	61
2019 Q2	$270K	Hold	1,735	–	–	0.05%	58
2019 Q1	$266K	Hold	1,735	–	–	0.05%	59
2018 Q4	$232K	Hold	1,735	–	–	0.05%	60
2018 Q3	$292K	Hold	1,735	–	–	0.06%	57
2018 Q2	$284K	Hold	1,735	–	–	0.06%	53
2018 Q1	$263K	Hold	1,735	–	–	0.06%	55
2017 Q4	$265K	Hold	1,735	–	–	0.06%	55
2017 Q3	$257K	Hold	1,735	–	–	0.05%	54
2017 Q2	$244K	Hold	1,735	–	–	0.05%	53
2017 Q1	$239K	Hold	1,735	–	–	0.05%	53
2016 Q4	$234K	Hold	1,735	–	–	0.05%	52
2016 Q3	$216K	Buy	+1,735	New	+$216K	0.05%	54
2015 Q3	–	Sell	-1,735	Closed	-$217K	–	57
2015 Q2	$217K	Hold	1,735	–	–	0.05%	50
2015 Q1	$216K	Hold	1,735	–	–	0.05%	51
2014 Q4	$208K	Buy	+1,735	New	+$208K	0.05%	55
2014 Q3	–	Sell	-1,735	Closed	-$206K	–	60
2014 Q2	$206K	Buy	+1,735	New	+$206K	0.05%	58