Fayez Sarofim & Co’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 | $303K | Hold |
1,403
| – | – | ﹤0.01% | 271 |
|
|
2025
Q1 | $280K | Sell |
1,403
-1
| -0.1% | -$199 | ﹤0.01% | 274 |
|
|
2024
Q4 | $310K | Buy |
1,404
+1
| +0.1% | +$221 | ﹤0.01% | 272 |
|
|
2024
Q3 | $310K | Hold |
1,403
| – | – | ﹤0.01% | 253 |
|
|
2024
Q2 | $285K | Buy |
+1,403
| New | +$285K | ﹤0.01% | 253 |
|
|
2021
Q1 | – | Sell |
-1,683
| Closed | -$330K | – | 293 |
|
|
2020
Q4 | $330K | Buy |
+1,683
| New | +$330K | ﹤0.01% | 237 |
|