Fermata Advisors’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 | $1.02M | Sell |
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|
2025
Q2 | $949K | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.45M | Sell |
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|
2021
Q3 | $3.58M | Sell |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $4.59M | Buy |
|