Facet Wealth Inc’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 | $1.79M | Buy |
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|
2025
Q2 | $716K | Buy |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $747K | Buy |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $219K | Buy |
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