West 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 | $112K | Sell |
521
-231
| -31% | -$49.8K | 0.02% | 74 |
|
|
2025
Q1 | $150K | Sell |
752
-53
| -7% | -$10.6K | 0.03% | 68 |
|
|
2024
Q4 | $178K | Buy |
805
+180
| +29% | +$39.8K | 0.03% | 62 |
|
|
2024
Q3 | $138K | Buy |
625
+520
| +495% | +$115K | 0.03% | 64 |
|
|
2024
Q2 | $21.3K | Buy |
+105
| New | +$21.3K | ﹤0.01% | 104 |
|
|
2023
Q4 | – | Sell |
-434
| Closed | -$76.7K | – | 182 |
|
|
2023
Q3 | $76.7K | Hold |
434
| – | – | 0.02% | 70 |
|
|
2023
Q2 | $81.3K | Buy |
434
+28
| +7% | +$5.24K | 0.02% | 68 |
|
|
2023
Q1 | $72.4K | Buy |
406
+63
| +18% | +$11.2K | 0.02% | 72 |
|
|
2022
Q4 | $59.8K | Hold |
343
| – | – | 0.02% | 71 |
|
|
2022
Q3 | $57K | Hold |
343
| – | – | 0.02% | 94 |
|
|
2022
Q2 | $58K | Hold |
343
| – | – | 0.02% | 92 |
|
|
2022
Q1 | $70K | Hold |
343
| – | – | 0.02% | 92 |
|
|
2021
Q4 | $76K | Hold |
343
| – | – | 0.02% | 97 |
|
|
2021
Q3 | $75K | Buy |
343
+10
| +3% | +$2.19K | 0.02% | 87 |
|
|
2021
Q2 | $76K | Hold |
333
| – | – | 0.02% | 81 |
|
|
2021
Q1 | $74K | Hold |
333
| – | – | 0.02% | 82 |
|
|
2020
Q4 | $65K | Buy |
+333
| New | +$65K | 0.02% | 84 |
|