CFM Wealth Partners’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
Q2
$259K Hold
2025
Q1
$239K Hold
2024
Q4
$265K Hold
2024
Q3
$265K Hold
2024
Q2
$243K Buy
2024
Q1
Sell
2023
Q4
$205K Buy
2022
Q2
Sell
2022
Q1
$225K Buy
2021
Q4
$236K Sell
2021
Q3
$258K Hold
2021
Q2
$271K Sell
2021
Q1
$291K Hold
2020
Q4
$259K Buy
2020
Q3
Sell
2020
Q2
$188K Hold
2020
Q1
$151K Hold
2019
Q4
$224K Buy