WA
Wealth Architects’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
7,459
+4,735
| +174% | +$1.02M | 0.16% | 69 |
|
|
2025
Q1 | $543K | Sell |
2,724
-5
| -0.2% | -$997 | 0.06% | 131 |
|
|
2024
Q4 | $603K | Hold |
2,729
| – | – | 0.07% | 109 |
|
|
2024
Q3 | $603K | Sell |
2,729
-924
| -25% | -$204K | 0.07% | 109 |
|
|
2024
Q2 | $741K | Sell |
3,653
-18
| -0.5% | -$3.65K | 0.09% | 97 |
|
|
2024
Q1 | $772K | Buy |
3,671
+2
| +0.1% | +$421 | 0.1% | 92 |
|
|
2023
Q4 | $736K | Sell |
3,669
-25
| -0.7% | -$5.02K | 0.1% | 89 |
|
|
2023
Q3 | $653K | Sell |
3,694
-125
| -3% | -$22.1K | 0.11% | 87 |
|
|
2023
Q2 | $715K | Buy |
3,819
+82
| +2% | +$15.4K | 0.12% | 79 |
|
|
2023
Q1 | $667K | Buy |
3,737
+21
| +0.6% | +$3.75K | 0.12% | 80 |
|
|
2022
Q4 | $648K | Buy |
3,716
+5
| +0.1% | +$872 | 0.12% | 80 |
|
|
2022
Q3 | $612K | Hold |
3,711
| – | – | 0.13% | 75 |
|
|
2022
Q2 | $629K | Buy |
3,711
+1
| +0% | +$169 | 0.12% | 82 |
|
|
2022
Q1 | $762K | Sell |
3,710
-27
| -0.7% | -$5.55K | 0.13% | 67 |
|
|
2021
Q4 | $831K | Buy |
3,737
+3
| +0.1% | +$667 | 0.15% | 69 |
|
|
2021
Q3 | $817K | Buy |
3,734
+746
| +25% | +$163K | 0.16% | 65 |
|
|
2021
Q2 | $685K | Sell |
2,988
-13
| -0.4% | -$2.98K | 0.13% | 71 |
|
|
2021
Q1 | $663K | Sell |
3,001
-159
| -5% | -$35.1K | 0.14% | 66 |
|
|
2020
Q4 | $619K | Sell |
3,160
-538
| -15% | -$105K | 0.14% | 65 |
|
|
2020
Q3 | $554K | Buy |
3,698
+268
| +8% | +$40.1K | 0.15% | 65 |
|
|
2020
Q2 | $491K | Hold |
3,430
| – | – | 0.14% | 71 |
|
|
2020
Q1 | $393K | Buy |
3,430
+1,151
| +51% | +$132K | 0.14% | 78 |
|
|
2019
Q4 | $378K | Buy |
2,279
+3
| +0.1% | +$498 | 0.11% | 84 |
|
|
2019
Q3 | $344K | Hold |
2,276
| – | – | 0.1% | 87 |
|
|
2019
Q2 | $354K | Sell |
2,276
-952
| -29% | -$148K | 0.11% | 84 |
|
|
2019
Q1 | $494K | Hold |
3,228
| – | – | 0.15% | 61 |
|
|
2018
Q4 | $432K | Sell |
3,228
-68
| -2% | -$9.1K | 0.16% | 62 |
|
|
2018
Q3 | $556K | Buy |
3,296
+1,134
| +52% | +$191K | 0.17% | 55 |
|
|
2018
Q2 | $354K | Hold |
2,162
| – | – | 0.11% | 76 |
|
|
2018
Q1 | $328K | Sell |
2,162
-466
| -18% | -$70.7K | 0.11% | 78 |
|
|
2017
Q4 | $401K | Buy |
2,628
+437
| +20% | +$66.7K | 0.13% | 73 |
|
|
2017
Q3 | $325K | Buy |
2,191
+1
| +0% | +$148 | 0.11% | 89 |
|
|
2017
Q2 | $308K | Sell |
2,190
-1
| -0% | -$141 | 0.11% | 89 |
|
|
2017
Q1 | $301K | Sell |
2,191
-33
| -1% | -$4.53K | 0.12% | 85 |
|
|
2016
Q4 | $300K | Hold |
2,224
| – | – | 0.13% | 85 |
|
|
2016
Q3 | $276K | Sell |
2,224
-87
| -4% | -$10.8K | 0.13% | 88 |
|
|
2016
Q2 | $265K | Buy |
2,311
+343
| +17% | +$39.3K | 0.13% | 93 |
|
|
2016
Q1 | $218K | Buy |
1,968
+68
| +4% | +$7.53K | 0.11% | 104 |
|
|
2015
Q4 | $214K | Buy |
+1,900
| New | +$214K | 0.11% | 107 |
|