BFSG LLC’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 | $3.72M | Buy |
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|
2025
Q2 | $162K | Hold |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $183K | Buy |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $158K | Hold |
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|
2023
Q4 | $151K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $214K | Sell |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q2 | $201K | Sell |
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|
2017
Q1 | $209K | Buy |
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