SIA
Schechter 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
Q1 | $1.65M | Sell |
8,270
-168
| -2% | -$33.5K | 0.14% | 148 |
|
|
2024
Q4 | $1.86M | Buy |
8,438
+11
| +0.1% | +$2.43K | 0.14% | 136 |
|
|
2024
Q3 | $1.86M | Sell |
8,427
-438
| -5% | -$96.7K | 0.14% | 147 |
|
|
2024
Q2 | $1.8M | Sell |
8,865
-106
| -1% | -$21.5K | 0.14% | 137 |
|
|
2024
Q1 | $1.89M | Hold |
8,971
| – | – | 0.14% | 132 |
|
|
2023
Q4 | $1.8M | Buy |
8,971
+235
| +3% | +$47.2K | 0.16% | 128 |
|
|
2023
Q3 | $1.54M | Buy |
8,736
+400
| +5% | +$70.7K | 0.15% | 139 |
|
|
2023
Q2 | $1.56M | Hold |
8,336
| – | – | 0.14% | 152 |
|
|
2023
Q1 | $1.49M | Buy |
8,336
+6
| +0.1% | +$1.07K | 0.14% | 176 |
|
|
2022
Q4 | $1.45M | Sell |
8,330
-508
| -6% | -$88.6K | 0.13% | 186 |
|
|
2022
Q3 | $1.46M | Sell |
8,838
-553
| -6% | -$91.2K | 0.14% | 173 |
|
|
2022
Q2 | $1.59M | Buy |
9,391
+201
| +2% | +$34.1K | 0.15% | 137 |
|
|
2022
Q1 | $1.89M | Sell |
9,190
-2,131
| -19% | -$438K | 0.18% | 113 |
|
|
2021
Q4 | $2.52M | Buy |
+11,321
| New | +$2.52M | 0.23% | 78 |
|