Your Advocates Ltd’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 | $24.6K | Buy |
114
+30
| +36% | +$6.47K | 0.01% | 82 |
|
|
2025
Q1 | $16.8K | Buy |
84
+5
| +6% | +$997 | 0.01% | 91 |
|
|
2024
Q4 | $17.5K | Buy |
79
+33
| +72% | +$7.29K | 0.01% | 89 |
|
|
2024
Q3 | $10.2K | Hold |
46
| – | – | ﹤0.01% | 107 |
|
|
2024
Q2 | $9.33K | Hold |
46
| – | – | ﹤0.01% | 111 |
|
|
2024
Q1 | $9.67K | Sell |
46
-8
| -15% | -$1.68K | ﹤0.01% | 107 |
|
|
2023
Q4 | $10.8K | Sell |
54
-10
| -16% | -$2.01K | ﹤0.01% | 101 |
|
|
2023
Q3 | $11.3K | Hold |
64
| – | – | 0.01% | 101 |
|
|
2023
Q2 | $12K | Sell |
64
-90
| -58% | -$16.9K | 0.01% | 122 |
|
|
2023
Q1 | $27.5K | Buy |
154
+126
| +450% | +$22.5K | 0.02% | 62 |
|
|
2022
Q4 | $4.88K | Hold |
28
| – | – | ﹤0.01% | 117 |
|
|
2022
Q3 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 113 |
|