Transamerica Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Hold |
6
| – | – | ﹤0.01% | 411 |
|
|
2025
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 406 |
|
|
2024
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 398 |
|
|
2024
Q3 | $2K | Sell |
6
-1
| -14% | -$333 | ﹤0.01% | 403 |
|
|
2024
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 378 |
|
|
2024
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $2K | Sell |
7
-75
| -91% | -$21.4K | ﹤0.01% | 369 |
|
|
2023
Q3 | $15K | Hold |
82
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $16K | Sell |
82
-18,813
| -100% | -$3.67M | ﹤0.01% | 295 |
|
|
2023
Q1 | $3.37M | Buy |
18,895
+6,687
| +55% | +$1.19M | 0.45% | 41 |
|
|
2022
Q4 | $2.13M | Buy |
12,208
+12,206
| +610,300% | +$2.13M | 0.3% | 57 |
|
|
2022
Q3 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 509 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 522 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 337 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 415 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 318 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 472 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 281 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 439 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 442 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 410 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 388 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 365 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 339 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 337 |
|
|
2016
Q4 | $1K | Sell |
1
-83
| -99% | -$83K | ﹤0.01% | 373 |
|
|
2016
Q3 | $11K | Sell |
84
-8
| -9% | -$1.05K | ﹤0.01% | 256 |
|
|
2016
Q2 | $11K | Sell |
92
-567
| -86% | -$67.8K | ﹤0.01% | 250 |
|
|
2016
Q1 | $73K | Sell |
659
-3,769
| -85% | -$418K | 0.01% | 337 |
|
|
2015
Q4 | $499K | Sell |
4,428
-234
| -5% | -$26.4K | 0.04% | 233 |
|
|
2015
Q3 | $510K | Sell |
4,662
-43,495
| -90% | -$4.76M | 0.04% | 201 |
|
|
2015
Q2 | $6.01M | Buy |
48,157
+17,809
| +59% | +$2.22M | 0.43% | 41 |
|
|
2015
Q1 | $3.78M | Buy |
30,348
+30,347
| +3,034,700% | +$3.77M | 0.26% | 65 |
|
|
2014
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 661 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 623 |
|
|
2014
Q2 | $1K | Sell |
1
-2,511
| -100% | -$2.51M | ﹤0.01% | 629 |
|
|
2014
Q1 | $293K | Sell |
2,512
-3,041
| -55% | -$355K | 0.03% | 214 |
|
|
2013
Q4 | $641K | Buy |
5,553
+3,990
| +255% | +$461K | 0.07% | 132 |
|
|
2013
Q3 | $167K | Buy |
1,563
+29
| +2% | +$3.1K | 0.02% | 251 |
|
|
2013
Q2 | $149K | Buy |
+1,534
| New | +$149K | 0.02% | 219 |
|