UWM
USAdvisors Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
948
-8,437
| -90% | -$1.82M | 0.08% | 127 |
|
|
2025
Q1 | $1.87M | Buy |
9,385
+53
| +0.6% | +$10.6K | 0.65% | 39 |
|
|
2024
Q4 | $2.06M | Sell |
9,332
-13,396
| -59% | -$2.96M | 0.67% | 39 |
|
|
2024
Q3 | $5.01M | Buy |
22,728
+903
| +4% | +$199K | 1.75% | 14 |
|
|
2024
Q2 | $4.43M | Sell |
21,825
-4,769
| -18% | -$968K | 1.56% | 20 |
|
|
2024
Q1 | $5.58M | Buy |
26,594
+193
| +0.7% | +$40.5K | 2.1% | 13 |
|
|
2023
Q4 | $5.3M | Buy |
26,401
+10,549
| +67% | +$2.12M | 2.2% | 11 |
|
|
2023
Q3 | $2.8M | Buy |
15,852
+767
| +5% | +$136K | 1.25% | 28 |
|
|
2023
Q2 | $2.83M | Buy |
15,085
+672
| +5% | +$126K | 1.34% | 26 |
|
|
2023
Q1 | $2.57M | Buy |
14,413
+478
| +3% | +$85.3K | 1.22% | 28 |
|
|
2022
Q4 | $2.43M | Buy |
13,935
+3,621
| +35% | +$631K | 1.17% | 28 |
|
|
2022
Q3 | $1.7M | Sell |
10,314
-127
| -1% | -$20.9K | 0.87% | 30 |
|
|
2022
Q2 | $1.77M | Buy |
10,441
+1,536
| +17% | +$260K | 0.89% | 30 |
|
|
2022
Q1 | $1.83M | Sell |
8,905
-1,381
| -13% | -$283K | 0.78% | 30 |
|
|
2021
Q4 | $2.29M | Sell |
10,286
-1,342
| -12% | -$299K | 0.93% | 27 |
|
|
2021
Q3 | $2.54M | Buy |
11,628
+156
| +1% | +$34.1K | 1.1% | 27 |
|
|
2021
Q2 | $2.63M | Sell |
11,472
-236
| -2% | -$54.1K | 1.43% | 22 |
|
|
2021
Q1 | $2.59M | Buy |
+11,708
| New | +$2.59M | 1.25% | 24 |
|
|
2020
Q4 | – | Sell |
-2,845
| Closed | -$426 | – | 88 |
|
|
2020
Q3 | $426 | Sell |
2,845
-89
| -3% | -$13 | 0.07% | 53 |
|
|
2020
Q2 | $420K | Hold |
2,934
| – | – | 0.22% | 50 |
|
|
2020
Q1 | $336K | Sell |
2,934
-33
| -1% | -$3.78K | 0.21% | 55 |
|
|
2019
Q4 | $492K | Sell |
2,967
-287
| -9% | -$47.6K | 0.25% | 46 |
|
|
2019
Q3 | $492K | Sell |
3,254
-13
| -0.4% | -$1.97K | 0.25% | 35 |
|
|
2019
Q2 | $508 | Hold |
3,267
| – | – | 0.22% | 26 |
|
|
2019
Q1 | $500K | Sell |
3,267
-89
| -3% | -$13.6K | 0.36% | 24 |
|
|
2018
Q4 | $449K | Sell |
3,356
-467
| -12% | -$62.5K | 0.37% | 25 |
|
|
2018
Q3 | $644K | Hold |
3,823
| – | – | 0.46% | 28 |
|
|
2018
Q2 | $626K | Hold |
3,823
| – | – | 0.47% | 29 |
|
|
2018
Q1 | $580K | Sell |
3,823
-26
| -0.7% | -$3.95K | 0.46% | 27 |
|
|
2017
Q4 | $587K | Buy |
+3,849
| New | +$587K | 0.5% | 24 |
|