CFIA
Cantor Fitzgerald Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
5,701
+3
| +0.1% | +$647 | 0.09% | 128 |
|
|
2025
Q1 | $1.14M | Buy |
5,698
+99
| +2% | +$19.8K | 0.08% | 125 |
|
|
2024
Q4 | $1.24M | Sell |
5,599
-121
| -2% | -$26.7K | 0.09% | 121 |
|
|
2024
Q3 | $1.26M | Buy |
5,720
+1,071
| +23% | +$237K | 0.09% | 121 |
|
|
2024
Q2 | $943K | Buy |
4,649
+15
| +0.3% | +$3.04K | 0.07% | 116 |
|
|
2024
Q1 | $975K | Sell |
4,634
-1,672
| -27% | -$352K | 0.07% | 115 |
|
|
2023
Q4 | $1.27M | Buy |
+6,306
| New | +$1.27M | 0.1% | 106 |
|
|
2022
Q1 | $1.85M | Buy |
9,002
+2,536
| +39% | +$521K | 0.08% | 144 |
|
|
2021
Q4 | $1.44M | Buy |
6,466
+33
| +0.5% | +$7.34K | 0.09% | 165 |
|
|
2021
Q3 | $1.41M | Buy |
6,433
+43
| +0.7% | +$9.41K | 0.1% | 99 |
|
|
2021
Q2 | $1.47M | Sell |
6,390
-2,640
| -29% | -$606K | 0.11% | 99 |
|
|
2021
Q1 | $1.77M | Hold |
9,030
| – | – | 0.25% | 30 |
|
|
2020
Q4 | $1.77M | Sell |
9,030
-137
| -1% | -$26.9K | 0.25% | 30 |
|
|
2020
Q3 | $1.31M | Sell |
9,167
-29
| -0.3% | -$4.15K | 0.21% | 31 |
|
|
2020
Q2 | $1.32M | Buy |
9,196
+18
| +0.2% | +$2.58K | 0.22% | 31 |
|
|
2020
Q1 | $1.05M | Sell |
9,178
-663
| -7% | -$75.9K | 0.19% | 30 |
|
|
2019
Q4 | $1.63M | Buy |
9,841
+587
| +6% | +$97.2K | 0.25% | 26 |
|
|
2019
Q3 | $1.4M | Buy |
9,254
+474
| +5% | +$71.8K | 0.23% | 26 |
|
|
2019
Q2 | $1.37M | Sell |
8,780
-2,096
| -19% | -$326K | 0.21% | 27 |
|
|
2019
Q1 | $1.67M | Sell |
10,876
-1,984
| -15% | -$304K | 0.26% | 26 |
|
|
2018
Q4 | $1.72M | Sell |
12,860
-173
| -1% | -$23.2K | 0.28% | 26 |
|
|
2018
Q3 | $2.2M | Sell |
13,033
-1,851
| -12% | -$312K | 0.28% | 23 |
|
|
2018
Q2 | $2.44M | Sell |
14,884
-345
| -2% | -$56.5K | 0.3% | 21 |
|
|
2018
Q1 | $2.31M | Buy |
15,229
+1,722
| +13% | +$261K | 0.28% | 22 |
|
|
2017
Q4 | $2.06M | Sell |
13,507
-310
| -2% | -$47.3K | 0.25% | 27 |
|
|
2017
Q3 | $2.05M | Buy |
13,817
+102
| +0.7% | +$15.1K | 0.25% | 27 |
|
|
2017
Q2 | $1.93M | Buy |
+13,715
| New | +$1.93M | 0.24% | 29 |
|