FC Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

FC Advisory’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Sell	1,223 -68	-5%	-$14.7K	0.08%	100
2025 Q1	$257K	Sell	1,291 -111	-8%	-$22.1K	0.09%	94
2024 Q4	$310K	Buy	1,402 +2	+0.1%	+$442	0.1%	88
2024 Q3	$309K	Sell	1,400 -87	-6%	-$19.2K	0.1%	88
2024 Q2	$302K	Buy	1,487 +1	+0.1%	+$203	0.11%	83
2024 Q1	$312K	Buy	1,486 +1	+0.1%	+$210	0.12%	83
2023 Q4	$298K	Sell	1,485 -110	-7%	-$22.1K	0.12%	83
2023 Q3	$282K	Hold	1,595	–	–	0.12%	86
2023 Q2	$299K	Buy	1,595 +1	+0.1%	+$187	0.12%	82
2023 Q1	$284K	Buy	1,594 +156	+11%	+$27.8K	0.13%	80
2022 Q4	$251K	Buy	1,438 +5	+0.3%	+$872	0.12%	80
2022 Q3	$236K	Hold	1,433	–	–	0.12%	76
2022 Q2	$243K	Buy	1,433 +2	+0.1%	+$339	0.12%	75
2022 Q1	$294K	Buy	1,431 +1	+0.1%	+$205	0.13%	64
2021 Q4	$318K	Buy	1,430 +3	+0.2%	+$667	0.13%	57
2021 Q3	$312K	Hold	1,427	–	–	0.14%	56
2021 Q2	$327K	Sell	1,427 -38	-3%	-$8.71K	0.15%	55
2021 Q1	$324K	Buy	1,465 +95	+7%	+$21K	0.16%	52
2020 Q4	$269K	Buy	1,370 +2	+0.1%	+$393	0.13%	56
2020 Q3	$205K	Buy	+1,368	New	+$205K	0.12%	58
2020 Q1	–	Sell	-1,358	Closed	-$225K	–	56
2019 Q4	$225K	Buy	1,358 +1	+0.1%	+$166	0.13%	55
2019 Q3	$208K	Sell	1,357 -28	-2%	-$4.29K	0.13%	55
2019 Q2	$215K	Buy	1,385 +1	+0.1%	+$155	0.13%	50
2019 Q1	$212K	Buy	+1,384	New	+$212K	0.13%	50
2018 Q4	–	Sell	-1,381	Closed	-$233K	–	50
2018 Q3	$233K	Sell	1,381 -7	-0.5%	-$1.18K	0.15%	45
2018 Q2	$227K	Hold	1,388	–	–	0.15%	44
2018 Q1	$211K	Sell	1,388 -52	-4%	-$7.91K	0.14%	45
2017 Q4	$220K	Sell	1,440 -72	-5%	-$11K	0.14%	43
2017 Q3	$224K	Buy	1,512 +2	+0.1%	+$296	0.15%	37
2017 Q2	$213K	Hold	1,510	–	–	0.15%	39
2017 Q1	$208K	Sell	1,510 -5	-0.3%	-$689	0.15%	39
2016 Q4	$206K	Sell	1,515 -269	-15%	-$36.6K	0.15%	34
2016 Q3	$222K	Buy	+1,784	New	+$222K	0.17%	33
2015 Q3	–	Sell	-1,721	Closed	-$215K	–	32
2015 Q2	$215K	Hold	1,721	–	–	0.19%	31
2015 Q1	$214K	Buy	+1,721	New	+$214K	0.2%	30