AFG Fiduciary Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Hold |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $607K | Buy |
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