AFG Fiduciary Services’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 | $357K | Sell |
1,639
-173
| -10% | -$37.7K | 0.23% | 58 |
|
|
2025
Q1 | $344K | Buy |
1,812
+56
| +3% | +$10.6K | 0.25% | 52 |
|
|
2024
Q4 | $393K | Sell |
1,756
-95
| -5% | -$21.3K | 0.28% | 50 |
|
|
2024
Q3 | $410K | Hold |
1,851
| – | – | 0.28% | 45 |
|
|
2024
Q2 | $408K | Sell |
1,851
-25
| -1% | -$5.51K | 0.28% | 47 |
|
|
2024
Q1 | $387K | Sell |
1,876
-376
| -17% | -$77.6K | 0.29% | 51 |
|
|
2023
Q4 | $443K | Buy |
2,252
+300
| +15% | +$59K | 0.36% | 49 |
|
|
2023
Q3 | $332K | Sell |
1,952
-109
| -5% | -$18.6K | 0.29% | 48 |
|
|
2023
Q2 | $395K | Buy |
2,061
+229
| +13% | +$43.9K | 0.3% | 55 |
|
|
2023
Q1 | $327K | Sell |
1,832
-535
| -23% | -$95.4K | 0.3% | 47 |
|
|
2022
Q4 | $413K | Sell |
2,367
-128
| -5% | -$22.3K | 0.39% | 42 |
|
|
2022
Q3 | $411K | Buy |
2,495
+555
| +29% | +$91.4K | 0.39% | 44 |
|
|
2022
Q2 | $329K | Sell |
1,940
-177
| -8% | -$30K | 0.29% | 60 |
|
|
2022
Q1 | $435K | Sell |
2,117
-612
| -22% | -$126K | 0.31% | 56 |
|
|
2021
Q4 | $607K | Buy |
+2,729
| New | +$607K | 0.43% | 39 |
|