SFA
Semmax Financial 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 | $43.8K | Buy |
199
+1
| +0.5% | +$220 | 0.01% | 189 |
|
|
2025
Q1 | $39.8K | Hold |
198
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $44.7K | Buy |
198
+1
| +0.5% | +$226 | 0.01% | 163 |
|
|
2024
Q3 | $46.8K | Buy |
197
+1
| +0.5% | +$238 | 0.01% | 153 |
|
|
2024
Q2 | $40.8K | Hold |
196
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $40.1K | Buy |
196
+1
| +0.5% | +$205 | 0.01% | 155 |
|
|
2023
Q4 | $38K | Hold |
195
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $32.9K | Buy |
+195
| New | +$32.9K | 0.01% | 139 |
|
|
2022
Q4 | $36K | Hold |
192
| – | – | 0.01% | 126 |
|
|
2022
Q3 | $34K | Buy |
192
+1
| +0.5% | +$177 | 0.01% | 121 |
|
|
2022
Q2 | $37K | Buy |
191
+1
| +0.5% | +$194 | 0.02% | 123 |
|
|
2022
Q1 | $39K | Hold |
190
| – | – | 0.02% | 138 |
|
|
2021
Q4 | $42K | Buy |
190
+1
| +0.5% | +$221 | 0.02% | 136 |
|
|
2021
Q3 | $41K | Hold |
189
| – | – | 0.01% | 136 |
|
|
2021
Q2 | $43K | Buy |
189
+1
| +0.5% | +$228 | 0.01% | 133 |
|
|
2021
Q1 | $42K | Hold |
188
| – | – | 0.02% | 130 |
|
|
2020
Q4 | $37K | Buy |
188
+1
| +0.5% | +$197 | 0.02% | 131 |
|
|
2020
Q3 | $28K | Hold |
187
| – | – | 0.01% | 131 |
|
|
2020
Q2 | $27K | Buy |
+187
| New | +$27K | 0.01% | 130 |
|
|
2020
Q1 | – | Sell |
-43
| Closed | -$7K | – | 295 |
|
|
2019
Q4 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 198 |
|