Professional Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-928
| Closed | -$205K | – | 110 |
|
|
2024
Q4 | $205K | Buy |
928
+2
| +0.2% | +$442 | 0.05% | 105 |
|
|
2024
Q3 | $205K | Buy |
+926
| New | +$205K | 0.05% | 104 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | -$4K | – | 269 |
|
|
2022
Q3 | $4K | Sell |
24
-8,032
| -100% | -$1.34M | ﹤0.01% | 386 |
|
|
2022
Q2 | $1.36M | Buy |
8,056
+8,032
| +33,467% | +$1.36M | 0.76% | 26 |
|
|
2022
Q1 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 373 |
|
|
2021
Q4 | – | Sell |
-1,801
| Closed | -$394K | – | 468 |
|
|
2021
Q3 | $394K | Buy |
1,801
+215
| +14% | +$47K | 0.23% | 59 |
|
|
2021
Q2 | $364K | Sell |
1,586
-158
| -9% | -$36.3K | 0.2% | 66 |
|
|
2021
Q1 | $385K | Sell |
1,744
-200
| -10% | -$44.2K | 0.24% | 61 |
|
|
2020
Q4 | $381K | Sell |
1,944
-335
| -15% | -$65.7K | 0.3% | 63 |
|
|
2020
Q3 | $349K | Buy |
+2,279
| New | +$349K | 0.33% | 57 |
|