RA
Rise 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 | $478K | Buy |
2,213
+165
| +8% | +$35.6K | 0.19% | 50 |
|
|
2025
Q1 | $409K | Buy |
2,048
+129
| +7% | +$25.7K | 0.18% | 50 |
|
|
2024
Q4 | $424K | Sell |
1,919
-69
| -3% | -$15.2K | 0.2% | 51 |
|
|
2024
Q3 | $439K | Buy |
1,988
+115
| +6% | +$25.4K | 0.21% | 50 |
|
|
2024
Q2 | $380K | Sell |
1,873
-11
| -0.6% | -$2.23K | 0.2% | 52 |
|
|
2024
Q1 | $396K | Buy |
1,884
+10
| +0.5% | +$2.1K | 0.21% | 49 |
|
|
2023
Q4 | $376K | Buy |
1,874
+63
| +3% | +$12.6K | 0.26% | 33 |
|
|
2023
Q3 | $320K | Buy |
1,811
+137
| +8% | +$24.2K | 0.25% | 33 |
|
|
2023
Q2 | $314K | Buy |
1,674
+41
| +3% | +$7.68K | 0.24% | 48 |
|
|
2023
Q1 | $291K | Sell |
1,633
-5
| -0.3% | -$892 | 0.22% | 49 |
|
|
2022
Q4 | $286K | Buy |
1,638
+37
| +2% | +$6.45K | 0.23% | 52 |
|
|
2022
Q3 | $264K | Sell |
1,601
-43
| -3% | -$7.09K | 0.22% | 52 |
|
|
2022
Q2 | $278K | Buy |
1,644
+30
| +2% | +$5.07K | 0.28% | 48 |
|
|
2022
Q1 | $331K | Buy |
1,614
+89
| +6% | +$18.3K | 0.3% | 45 |
|
|
2021
Q4 | $339K | Buy |
+1,525
| New | +$339K | 0.32% | 45 |
|