BFS
Bare Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
6,287
-2,436
| -28% | -$526K | 0.46% | 22 |
|
|
2025
Q1 | $1.74M | Sell |
8,723
-127
| -1% | -$25.3K | 0.67% | 22 |
|
|
2024
Q4 | $1.96M | Sell |
8,850
-1,019
| -10% | -$225K | 0.79% | 22 |
|
|
2024
Q3 | $2.18M | Sell |
9,869
-7,011
| -42% | -$1.55M | 0.9% | 22 |
|
|
2024
Q2 | $3.78M | Sell |
16,880
-576
| -3% | -$129K | 1.99% | 18 |
|
|
2024
Q1 | $3.42M | Buy |
17,456
+12,038
| +222% | +$2.36M | 3.28% | 11 |
|
|
2023
Q4 | $1.09M | Buy |
+5,418
| New | +$1.09M | 2.19% | 12 |
|