Wealth Enhancement Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7M | Buy |
195,868
+9,502
| +5% | +$2.12M | 0.07% | 247 |
|
|
2025
Q1 | $37.2M | Buy |
186,366
+2,482
| +1% | +$495K | 0.07% | 258 |
|
|
2024
Q4 | $40.6M | Buy |
183,884
+33,753
| +22% | +$7.46M | 0.08% | 237 |
|
|
2024
Q3 | $33.2M | Buy |
150,131
+20,068
| +15% | +$4.43M | 0.07% | 262 |
|
|
2024
Q2 | $26.4M | Buy |
130,063
+22,159
| +21% | +$4.5M | 0.06% | 287 |
|
|
2024
Q1 | $22.7M | Buy |
107,904
+17,581
| +19% | +$3.7M | 0.06% | 297 |
|
|
2023
Q4 | $18.1M | Sell |
90,323
-6,284
| -7% | -$1.26M | 0.05% | 322 |
|
|
2023
Q3 | $17.1M | Buy |
96,607
+84,467
| +696% | +$14.9M | 0.06% | 307 |
|
|
2023
Q2 | $2.27M | Sell |
12,140
-7,813
| -39% | -$1.46M | 0.02% | 187 |
|
|
2023
Q1 | $3.56M | Sell |
19,953
-6,245
| -24% | -$1.11M | 0.04% | 161 |
|
|
2022
Q4 | $4.9M | Buy |
26,198
+747
| +3% | +$140K | 0.06% | 123 |
|
|
2022
Q3 | $4.29M | Buy |
25,451
+9,441
| +59% | +$1.59M | 0.06% | 125 |
|
|
2022
Q2 | $2.81M | Buy |
16,010
+4,675
| +41% | +$821K | 0.04% | 179 |
|
|
2022
Q1 | $2.36M | Buy |
11,335
+2,239
| +25% | +$465K | 0.03% | 183 |
|
|
2021
Q4 | $1.81M | Sell |
9,096
-1,608
| -15% | -$320K | 0.03% | 178 |
|
|
2021
Q3 | $2.44M | Sell |
10,704
-7,169
| -40% | -$1.63M | 0.04% | 138 |
|
|
2021
Q2 | $3.89M | Buy |
17,873
+4,992
| +39% | +$1.09M | 0.06% | 116 |
|
|
2021
Q1 | $2.89M | Buy |
12,881
+827
| +7% | +$185K | 0.05% | 123 |
|
|
2020
Q4 | $2.54M | Buy |
12,054
+103
| +0.9% | +$21.7K | 0.06% | 107 |
|
|
2020
Q3 | $1.96M | Buy |
11,951
+1,304
| +12% | +$214K | 0.05% | 117 |
|
|
2020
Q2 | $1.58M | Sell |
10,647
-4,967
| -32% | -$736K | 0.05% | 136 |
|
|
2020
Q1 | $2.02M | Buy |
15,614
+10,925
| +233% | +$1.41M | 0.07% | 106 |
|
|
2019
Q4 | $777K | Buy |
4,689
+14
| +0.3% | +$2.32K | 0.03% | 179 |
|
|
2019
Q3 | $702K | Sell |
4,675
-33
| -0.7% | -$4.96K | 0.03% | 175 |
|
|
2019
Q2 | $735K | Buy |
+4,708
| New | +$735K | 0.03% | 174 |
|