WAP
Wealthcare Advisory Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
21,502
+601
| +3% | +$130K | 0.11% | 161 |
|
|
2025
Q1 | $4.17M | Sell |
20,901
-3,716
| -15% | -$741K | 0.11% | 159 |
|
|
2024
Q4 | $5.44M | Buy |
24,617
+1,324
| +6% | +$293K | 0.15% | 128 |
|
|
2024
Q3 | $5.15M | Sell |
23,293
-329
| -1% | -$72.7K | 0.15% | 132 |
|
|
2024
Q2 | $4.79M | Sell |
23,622
-5,177
| -18% | -$1.05M | 0.15% | 117 |
|
|
2024
Q1 | $6.06M | Buy |
28,799
+8,163
| +40% | +$1.72M | 0.2% | 90 |
|
|
2023
Q4 | $4.14M | Buy |
20,636
+617
| +3% | +$124K | 0.16% | 106 |
|
|
2023
Q3 | $3.54M | Sell |
20,019
-561
| -3% | -$99.2K | 0.16% | 106 |
|
|
2023
Q2 | $3.85M | Sell |
20,580
-1,346
| -6% | -$252K | 0.17% | 104 |
|
|
2023
Q1 | $3.91M | Buy |
21,926
+2,762
| +14% | +$493K | 0.17% | 102 |
|
|
2022
Q4 | $3.34M | Buy |
19,164
+2,529
| +15% | +$441K | 0.16% | 109 |
|
|
2022
Q3 | $2.74M | Sell |
16,635
-137
| -0.8% | -$22.6K | 0.16% | 113 |
|
|
2022
Q2 | $2.84M | Sell |
16,772
-1,117
| -6% | -$189K | 0.17% | 91 |
|
|
2022
Q1 | $3.67M | Sell |
17,889
-1,708
| -9% | -$351K | 0.22% | 58 |
|
|
2021
Q4 | $4.36M | Sell |
19,597
-1,040
| -5% | -$231K | 0.26% | 57 |
|
|
2021
Q3 | $4.51M | Sell |
20,637
-356
| -2% | -$77.9K | 0.3% | 52 |
|
|
2021
Q2 | $4.82M | Buy |
20,993
+1,080
| +5% | +$248K | 0.32% | 46 |
|
|
2021
Q1 | $4.4M | Sell |
19,913
-1,873
| -9% | -$414K | 0.32% | 40 |
|
|
2020
Q4 | $4.27M | Buy |
21,786
+4,345
| +25% | +$852K | 0.38% | 38 |
|
|
2020
Q3 | $2.61M | Sell |
17,441
-1,534
| -8% | -$230K | 0.29% | 43 |
|
|
2020
Q2 | $2.72M | Sell |
18,975
-1,409
| -7% | -$202K | 0.34% | 35 |
|
|
2020
Q1 | $2.33M | Sell |
20,384
-12,853
| -39% | -$1.47M | 0.34% | 39 |
|
|
2019
Q4 | $5.51M | Sell |
33,237
-1,250
| -4% | -$207K | 0.7% | 23 |
|
|
2019
Q3 | $5.22M | Sell |
34,487
-2,274
| -6% | -$344K | 0.76% | 24 |
|
|
2019
Q2 | $5.72M | Sell |
36,761
-1,234
| -3% | -$192K | 0.91% | 19 |
|
|
2019
Q1 | $5.82M | Sell |
37,995
-69,001
| -64% | -$10.6M | 0.99% | 20 |
|
|
2018
Q4 | $14.3M | Buy |
106,996
+3,917
| +4% | +$524K | 2.78% | 9 |
|
|
2018
Q3 | $17.4M | Buy |
103,079
+1,957
| +2% | +$330K | 3.19% | 8 |
|
|
2018
Q2 | $16.6M | Buy |
101,122
+3,445
| +4% | +$564K | 3.25% | 7 |
|
|
2018
Q1 | $14.8M | Buy |
97,677
+3,927
| +4% | +$596K | 3.35% | 8 |
|
|
2017
Q4 | $14.3M | Buy |
93,750
+3,861
| +4% | +$589K | 3.68% | 7 |
|
|
2017
Q3 | $13.3M | Buy |
89,889
+10,218
| +13% | +$1.51M | 3.96% | 7 |
|
|
2017
Q2 | $11.2M | Buy |
79,671
+6,593
| +9% | +$929K | 5.45% | 7 |
|
|
2017
Q1 | $10M | Buy |
73,078
+3,945
| +6% | +$542K | 5.48% | 7 |
|
|
2016
Q4 | $9.32M | Buy |
69,133
+4,795
| +7% | +$647K | 5.51% | 7 |
|
|
2016
Q3 | $7.99M | Buy |
64,338
+3,180
| +5% | +$395K | 5.19% | 7 |
|
|
2016
Q2 | $7.03M | Buy |
+61,158
| New | +$7.03M | 4.95% | 7 |
|