PMA
Prudent Man 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 | $3.51M | Sell |
16,272
-21
| -0.1% | -$4.53K | 1.12% | 16 |
|
|
2025
Q1 | $3.25M | Sell |
16,293
-1,530
| -9% | -$305K | 1.18% | 14 |
|
|
2024
Q4 | $3.94M | Sell |
17,823
-3,634
| -17% | -$803K | 1.43% | 11 |
|
|
2024
Q3 | $4.74M | Sell |
21,457
-365
| -2% | -$80.6K | 1.58% | 9 |
|
|
2024
Q2 | $4.43M | Buy |
21,822
+1,301
| +6% | +$264K | 1.57% | 10 |
|
|
2024
Q1 | $4.32M | Sell |
20,521
-999
| -5% | -$210K | 1.62% | 8 |
|
|
2023
Q4 | $4.32M | Buy |
21,520
+77
| +0.4% | +$15.5K | 1.61% | 9 |
|
|
2023
Q3 | $3.79M | Sell |
21,443
-570
| -3% | -$101K | 1.5% | 9 |
|
|
2023
Q2 | $4.12M | Buy |
22,013
+336
| +2% | +$62.9K | 1.55% | 9 |
|
|
2023
Q1 | $3.87M | Sell |
21,677
-1,384
| -6% | -$247K | 1.51% | 10 |
|
|
2022
Q4 | $4.02M | Buy |
23,061
+889
| +4% | +$155K | 1.63% | 7 |
|
|
2022
Q3 | $3.66M | Buy |
22,172
+1,045
| +5% | +$172K | 1.73% | 8 |
|
|
2022
Q2 | $3.58M | Buy |
21,127
+402
| +2% | +$68.2K | 1.67% | 8 |
|
|
2022
Q1 | $4.26M | Buy |
20,725
+126
| +0.6% | +$25.9K | 1.73% | 7 |
|
|
2021
Q4 | $4.58M | Buy |
20,599
+59
| +0.3% | +$13.1K | 1.74% | 8 |
|
|
2021
Q3 | $4.49M | Sell |
20,540
-211
| -1% | -$46.2K | 1.7% | 8 |
|
|
2021
Q2 | $4.76M | Buy |
20,751
+2,345
| +13% | +$538K | 1.84% | 6 |
|
|
2021
Q1 | $4.07M | Sell |
18,406
-2,407
| -12% | -$532K | 1.71% | 6 |
|
|
2020
Q4 | $4.08M | Buy |
20,813
+212
| +1% | +$41.6K | 1.71% | 8 |
|
|
2020
Q3 | $3.09M | Buy |
20,601
+1,529
| +8% | +$229K | 1.64% | 6 |
|
|
2020
Q2 | $2.73M | Buy |
+19,072
| New | +$2.73M | 2.42% | 5 |
|