RIA
Realta 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 | $928K | Sell |
4,301
-816
| -16% | -$176K | 0.37% | 66 |
|
|
2025
Q1 | $1.02M | Sell |
5,117
-1,936
| -27% | -$386K | 0.47% | 56 |
|
|
2024
Q4 | $1.58M | Buy |
7,053
+62
| +0.9% | +$13.9K | 0.65% | 37 |
|
|
2024
Q3 | $1.56M | Sell |
6,991
-17,408
| -71% | -$3.88M | 0.72% | 32 |
|
|
2024
Q2 | $4.95M | Buy |
24,399
+4,264
| +21% | +$865K | 0.97% | 12 |
|
|
2024
Q1 | $4.23M | Sell |
20,135
-357
| -2% | -$75.1K | 0.87% | 16 |
|
|
2023
Q4 | $4.11M | Sell |
20,492
-1,102
| -5% | -$221K | 0.93% | 16 |
|
|
2023
Q3 | $4.04M | Sell |
21,594
-384
| -2% | -$71.9K | 0.93% | 14 |
|
|
2023
Q2 | $4.12M | Sell |
21,978
-1,509
| -6% | -$283K | 0.9% | 14 |
|
|
2023
Q1 | $4.19M | Sell |
23,487
-65
| -0.3% | -$11.6K | 1.02% | 11 |
|
|
2022
Q4 | $4.11M | Sell |
23,552
-539
| -2% | -$94K | 1% | 9 |
|
|
2022
Q3 | $3.97M | Buy |
24,091
+100
| +0.4% | +$16.5K | 1.04% | 10 |
|
|
2022
Q2 | $4.11M | Sell |
23,991
-96
| -0.4% | -$16.5K | 1.01% | 13 |
|
|
2022
Q1 | $4.94M | Sell |
24,087
-750
| -3% | -$154K | 0.99% | 15 |
|
|
2021
Q4 | $5.53M | Buy |
24,837
+154
| +0.6% | +$34.3K | 1.22% | 10 |
|
|
2021
Q3 | $5.4M | Buy |
24,683
+2,496
| +11% | +$546K | 1.27% | 10 |
|
|
2021
Q2 | $5.09M | Buy |
22,187
+408
| +2% | +$93.6K | 1.21% | 10 |
|
|
2021
Q1 | $4.81M | Buy |
21,779
+1,230
| +6% | +$272K | 1.27% | 9 |
|
|
2020
Q4 | $4.03M | Buy |
20,549
+986
| +5% | +$193K | 1.14% | 15 |
|
|
2020
Q3 | $2.93M | Sell |
19,563
-1,510
| -7% | -$226K | 0.98% | 14 |
|
|
2020
Q2 | $3.02M | Buy |
21,073
+1,440
| +7% | +$206K | 0.99% | 14 |
|
|
2020
Q1 | $2.25M | Buy |
19,633
+2,762
| +16% | +$316K | 0.96% | 14 |
|
|
2019
Q4 | $2.73M | Buy |
16,871
+636
| +4% | +$103K | 0.75% | 18 |
|
|
2019
Q3 | $2.46M | Buy |
16,235
+416
| +3% | +$63K | 0.67% | 22 |
|
|
2019
Q2 | $2.48M | Sell |
15,819
-56
| -0.4% | -$8.79K | 0.69% | 22 |
|
|
2019
Q1 | $2.43M | Buy |
+15,875
| New | +$2.43M | 1.11% | 4 |
|