Fairman Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
1,123
-8
| -0.7% | -$1.73K | 0.2% | 47 |
|
|
2025
Q1 | $249K | Buy |
1,131
+2
| +0.2% | +$441 | 0.23% | 48 |
|
|
2024
Q4 | $249K | Buy |
1,129
+3
| +0.3% | +$663 | 0.21% | 50 |
|
|
2024
Q3 | $249K | Sell |
1,126
-116
| -9% | -$25.6K | 0.22% | 51 |
|
|
2024
Q2 | $252K | Buy |
1,242
+14
| +1% | +$2.84K | 0.26% | 50 |
|
|
2024
Q1 | $258K | Buy |
1,228
+25
| +2% | +$5.26K | 0.24% | 42 |
|
|
2023
Q4 | $241K | Buy |
+1,203
| New | +$241K | 0.23% | 43 |
|