WJA
Willis Johnson & Associates’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
12,982
-258
| -2% | -$55.7K | 0.19% | 47 |
|
|
2025
Q1 | $2.64M | Sell |
13,240
-272
| -2% | -$54.3K | 0.2% | 46 |
|
|
2024
Q4 | $2.99M | Sell |
13,512
-441
| -3% | -$97.4K | 0.23% | 46 |
|
|
2024
Q3 | $3.08M | Sell |
13,953
-147
| -1% | -$32.5K | 0.23% | 45 |
|
|
2024
Q2 | $2.86M | Sell |
14,100
-114
| -0.8% | -$23.1K | 0.23% | 44 |
|
|
2024
Q1 | $2.99M | Sell |
14,214
-814
| -5% | -$171K | 0.26% | 43 |
|
|
2023
Q4 | $3.02M | Buy |
15,028
+28
| +0.2% | +$5.62K | 0.27% | 40 |
|
|
2023
Q3 | $2.65M | Sell |
15,000
-1,360
| -8% | -$240K | 0.27% | 45 |
|
|
2023
Q2 | $3.06M | Sell |
16,360
-2,560
| -14% | -$479K | 0.33% | 38 |
|
|
2023
Q1 | $3.38M | Sell |
18,920
-4,260
| -18% | -$760K | 0.4% | 36 |
|
|
2022
Q4 | $4.04M | Buy |
23,180
+168
| +0.7% | +$29.3K | 0.53% | 30 |
|
|
2022
Q3 | $3.8M | Sell |
23,012
-2,664
| -10% | -$439K | 0.55% | 29 |
|
|
2022
Q2 | $4.35M | Sell |
25,676
-6
| -0% | -$1.02K | 0.61% | 29 |
|
|
2022
Q1 | $5.27M | Sell |
25,682
-4,237
| -14% | -$870K | 0.69% | 25 |
|
|
2021
Q4 | $6.66M | Sell |
29,919
-3,088
| -9% | -$687K | 0.86% | 22 |
|
|
2021
Q3 | $7.22M | Sell |
33,007
-3,175
| -9% | -$695K | 1% | 22 |
|
|
2021
Q2 | $8.3M | Sell |
36,182
-1,169
| -3% | -$268K | 1.18% | 19 |
|
|
2021
Q1 | $8.25M | Sell |
37,351
-1,860
| -5% | -$411K | 1.26% | 18 |
|
|
2020
Q4 | $7.69M | Buy |
+39,211
| New | +$7.69M | 1.28% | 18 |
|