World Investment 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 | $4.8M | Buy |
22,243
+5,781
| +35% | +$1.25M | 0.11% | 218 |
|
|
2025
Q1 | $3.28M | Sell |
16,462
-1,625
| -9% | -$324K | 0.09% | 264 |
|
|
2024
Q4 | $4M | Buy |
18,087
+11,429
| +172% | +$2.53M | 0.11% | 207 |
|
|
2024
Q3 | $1.47M | Buy |
6,658
+2,469
| +59% | +$545K | 0.05% | 352 |
|
|
2024
Q2 | $850K | Buy |
4,189
+2,291
| +121% | +$465K | 0.05% | 298 |
|
|
2024
Q1 | $399K | Sell |
1,898
-5,864
| -76% | -$1.23M | 0.06% | 260 |
|
|
2023
Q4 | $1.56M | Buy |
+7,762
| New | +$1.56M | 0.2% | 104 |
|
|
2022
Q2 | – | Sell |
-990
| Closed | -$203K | – | 274 |
|
|
2022
Q1 | $203K | Hold |
990
| – | – | 0.04% | 254 |
|
|
2021
Q4 | $201K | Buy |
990
+1
| +0.1% | +$203 | 0.04% | 256 |
|
|
2021
Q3 | $216K | Sell |
989
-50
| -5% | -$10.9K | 0.05% | 232 |
|
|
2021
Q2 | $238K | Sell |
1,039
-40
| -4% | -$9.16K | 0.05% | 219 |
|
|
2021
Q1 | $233K | Sell |
1,079
-10
| -0.9% | -$2.16K | 0.06% | 202 |
|
|
2020
Q4 | $248K | Buy |
+1,089
| New | +$248K | 0.06% | 191 |
|
|
2020
Q1 | – | Sell |
-1,534
| Closed | -$254K | – | 159 |
|
|
2019
Q4 | $254K | Buy |
+1,534
| New | +$254K | 0.1% | 127 |
|
|
2019
Q2 | – | Sell |
-1,328
| Closed | -$203K | – | 152 |
|
|
2019
Q1 | $203K | Sell |
1,328
-175
| -12% | -$26.8K | 0.09% | 116 |
|
|
2018
Q4 | $230K | Buy |
+1,503
| New | +$230K | 0.1% | 133 |
|