United Capital 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 | $13.4M | Sell |
62,122
-71
| -0.1% | -$15.3K | 0.11% | 150 |
|
|
2025
Q1 | $12.4M | Buy |
62,193
+3,257
| +6% | +$650K | 0.11% | 151 |
|
|
2024
Q4 | $13M | Sell |
58,936
-3,399
| -5% | -$751K | 0.11% | 150 |
|
|
2024
Q3 | $13.8M | Sell |
62,335
-4,540
| -7% | -$1M | 0.11% | 152 |
|
|
2024
Q2 | $13.6M | Buy |
66,875
+7,640
| +13% | +$1.55M | 0.12% | 152 |
|
|
2024
Q1 | $12.5M | Sell |
59,235
-6,519
| -10% | -$1.37M | 0.1% | 162 |
|
|
2023
Q4 | $13.2M | Sell |
65,754
-9,527
| -13% | -$1.91M | 0.11% | 161 |
|
|
2023
Q3 | $13.3M | Sell |
75,281
-858
| -1% | -$152K | 0.09% | 196 |
|
|
2023
Q2 | $14.3M | Buy |
76,139
+1,572
| +2% | +$294K | 0.08% | 195 |
|
|
2023
Q1 | $13.3M | Sell |
74,567
-2,786
| -4% | -$497K | 0.07% | 205 |
|
|
2022
Q4 | $13.5M | Sell |
77,353
-9,226
| -11% | -$1.61M | 0.08% | 214 |
|
|
2022
Q3 | $14.3M | Sell |
86,579
-57
| -0.1% | -$9.4K | 0.08% | 202 |
|
|
2022
Q2 | $14.7M | Buy |
86,636
+171
| +0.2% | +$29K | 0.08% | 207 |
|
|
2022
Q1 | $17.7M | Buy |
86,465
+886
| +1% | +$182K | 0.09% | 201 |
|
|
2021
Q4 | $19M | Buy |
85,579
+909
| +1% | +$202K | 0.09% | 201 |
|
|
2021
Q3 | $18.5M | Buy |
84,670
+1,698
| +2% | +$371K | 0.09% | 197 |
|
|
2021
Q2 | $19M | Buy |
82,972
+1,540
| +2% | +$353K | 0.1% | 196 |
|
|
2021
Q1 | $18M | Sell |
81,432
-1,533
| -2% | -$339K | 0.1% | 196 |
|
|
2020
Q4 | $16.3M | Sell |
82,965
-17,373
| -17% | -$3.41M | 0.1% | 198 |
|
|
2020
Q3 | $15M | Buy |
100,338
+9,320
| +10% | +$1.4M | 0.1% | 201 |
|
|
2020
Q2 | $13M | Sell |
91,018
-15,780
| -15% | -$2.26M | 0.09% | 215 |
|
|
2020
Q1 | $12.2M | Sell |
106,798
-111,293
| -51% | -$12.7M | 0.1% | 202 |
|
|
2019
Q4 | $36.1M | Buy |
218,091
+83,147
| +62% | +$13.8M | 0.23% | 100 |
|
|
2019
Q3 | $20.4M | Sell |
134,944
-34,020
| -20% | -$5.15M | 0.14% | 168 |
|
|
2019
Q2 | $26.3M | Sell |
168,964
-3,745
| -2% | -$582K | 0.17% | 127 |
|
|
2019
Q1 | $26.4M | Sell |
172,709
-180,708
| -51% | -$27.7M | 0.19% | 118 |
|
|
2018
Q4 | $47M | Sell |
353,417
-334,293
| -49% | -$44.4M | 0.37% | 59 |
|
|
2018
Q3 | $116M | Buy |
687,710
+157,803
| +30% | +$26.6M | 0.81% | 15 |
|
|
2018
Q2 | $86.8M | Buy |
529,907
+59,146
| +13% | +$9.69M | 0.65% | 20 |
|
|
2018
Q1 | $71.5M | Buy |
470,761
+48,229
| +11% | +$7.32M | 0.55% | 27 |
|
|
2017
Q4 | $65M | Sell |
422,532
-26,698
| -6% | -$4.1M | 0.51% | 32 |
|
|
2017
Q3 | $66.6M | Buy |
449,230
+115,550
| +35% | +$17.1M | 0.56% | 27 |
|
|
2017
Q2 | $47M | Sell |
333,680
-102,176
| -23% | -$14.4M | 0.42% | 46 |
|
|
2017
Q1 | $59.9M | Buy |
435,856
+37,188
| +9% | +$5.11M | 0.56% | 28 |
|
|
2016
Q4 | $53.8M | Sell |
398,668
-437,277
| -52% | -$59M | 0.52% | 32 |
|
|
2016
Q3 | $104M | Buy |
835,945
+223,563
| +37% | +$27.8M | 1.01% | 12 |
|
|
2016
Q2 | $70.4M | Buy |
612,382
+281,126
| +85% | +$32.3M | 0.72% | 21 |
|
|
2016
Q1 | $36.7M | Sell |
331,256
-227,473
| -41% | -$25.2M | 0.41% | 42 |
|
|
2015
Q4 | $62.9M | Buy |
558,729
+233,379
| +72% | +$26.3M | 0.72% | 23 |
|
|
2015
Q3 | $35.5M | Sell |
325,350
-420,602
| -56% | -$45.9M | 0.43% | 40 |
|
|
2015
Q2 | $93.1M | Buy |
745,952
+89,859
| +14% | +$11.2M | 1.08% | 10 |
|
|
2015
Q1 | $79.5M | Buy |
656,093
+237,719
| +57% | +$28.8M | 0.97% | 10 |
|
|
2014
Q4 | $50M | Buy |
418,374
+36,930
| +10% | +$4.42M | 0.75% | 23 |
|
|
2014
Q3 | $41.7M | Buy |
381,444
+22,375
| +6% | +$2.45M | 0.72% | 23 |
|
|
2014
Q2 | $42.7M | Buy |
359,069
+17,215
| +5% | +$2.05M | 0.79% | 21 |
|
|
2014
Q1 | $39.8M | Buy |
341,854
+1,618
| +0.5% | +$188K | 0.85% | 21 |
|
|
2013
Q4 | $39.3M | Buy |
340,236
+86,197
| +34% | +$9.94M | 1.34% | 12 |
|
|
2013
Q3 | $27.1M | Sell |
254,039
-11,719
| -4% | -$1.25M | 0.86% | 26 |
|
|
2013
Q2 | $25.8M | Buy |
+265,758
| New | +$25.8M | 0.68% | 32 |
|