FWI
Facet Wealth Inc’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
3,263
+1,404
| +76% | +$308K | 0.02% | 84 |
|
|
2025
Q1 | $370K | Sell |
1,859
-438
| -19% | -$87.2K | 0.01% | 99 |
|
|
2024
Q4 | $519K | Sell |
2,297
-223
| -9% | -$50.4K | 0.01% | 88 |
|
|
2024
Q3 | $552K | Sell |
2,520
-837
| -25% | -$183K | 0.02% | 85 |
|
|
2024
Q2 | $747K | Buy |
3,357
+716
| +27% | +$159K | 0.02% | 70 |
|
|
2024
Q1 | $540K | Buy |
2,641
+715
| +37% | +$146K | 0.02% | 72 |
|
|
2023
Q4 | $373K | Buy |
1,926
+606
| +46% | +$117K | 0.01% | 79 |
|
|
2023
Q3 | $217K | Buy |
1,320
+235
| +22% | +$38.7K | 0.01% | 90 |
|
|
2023
Q2 | $212K | Sell |
1,085
-172
| -14% | -$33.6K | 0.01% | 89 |
|
|
2023
Q1 | $224K | Sell |
1,257
-221
| -15% | -$39.4K | 0.01% | 69 |
|
|
2022
Q4 | $281K | Buy |
1,478
+4
| +0.3% | +$761 | 0.02% | 59 |
|
|
2022
Q3 | $265K | Buy |
1,474
+95
| +7% | +$17.1K | 0.02% | 57 |
|
|
2022
Q2 | $233K | Buy |
1,379
+387
| +39% | +$65.4K | 0.02% | 61 |
|
|
2022
Q1 | $204K | Buy |
992
+10
| +1% | +$2.06K | 0.02% | 64 |
|
|
2021
Q4 | $219K | Buy |
+982
| New | +$219K | 0.02% | 70 |
|