FWM
FFT Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,176
| Closed | -$4.02M | – | 144 |
|
|
2024
Q4 | $4.02M | Hold |
18,176
| – | – | 0.3% | 40 |
|
|
2024
Q3 | $4.01M | Sell |
18,176
-611
| -3% | -$135K | 0.3% | 40 |
|
|
2024
Q2 | $3.81M | Buy |
18,787
+440
| +2% | +$89.3K | 0.34% | 35 |
|
|
2024
Q1 | $3.86M | Hold |
18,347
| – | – | 0.33% | 33 |
|
|
2023
Q4 | $3.68M | Buy |
18,347
+173
| +1% | +$34.7K | 0.32% | 29 |
|
|
2023
Q3 | $3.21M | Hold |
18,174
| – | – | 0.41% | 25 |
|
|
2023
Q2 | $3.4M | Buy |
18,174
+1
| +0% | +$187 | 0.42% | 24 |
|
|
2023
Q1 | $3.24M | Hold |
18,173
| – | – | 0.4% | 26 |
|
|
2022
Q4 | $3.17M | Buy |
18,173
+1
| +0% | +$174 | 0.41% | 27 |
|
|
2022
Q3 | $3M | Buy |
18,172
+1
| +0% | +$165 | 0.42% | 22 |
|
|
2022
Q2 | $3.08M | Buy |
18,171
+136
| +0.8% | +$23K | 0.34% | 24 |
|
|
2022
Q1 | $3.7M | Sell |
18,035
-24,268
| -57% | -$4.98M | 0.35% | 26 |
|
|
2021
Q4 | $9.41M | Buy |
42,303
+76
| +0.2% | +$16.9K | 0.84% | 24 |
|
|
2021
Q3 | $9.24M | Buy |
42,227
+73
| +0.2% | +$16K | 0.87% | 23 |
|
|
2021
Q2 | $9.67M | Buy |
42,154
+24,119
| +134% | +$5.53M | 2.17% | 11 |
|
|
2021
Q1 | $3.99M | Hold |
18,035
| – | – | 1.31% | 13 |
|
|
2020
Q4 | $3.54M | Hold |
18,035
| – | – | 1.22% | 13 |
|
|
2020
Q3 | $2.7M | Hold |
18,035
| – | – | 1.16% | 12 |
|
|
2020
Q2 | $2.58M | Hold |
18,035
| – | – | 0.78% | 17 |
|
|
2020
Q1 | $2.06M | Hold |
18,035
| – | – | 0.61% | 22 |
|
|
2019
Q4 | $2.99M | Hold |
18,035
| – | – | 0.79% | 22 |
|
|
2019
Q3 | $2.73M | Buy |
+18,035
| New | +$2.73M | 0.82% | 23 |
|
|
2017
Q3 | – | Sell |
-16,998
| Closed | -$2.4M | – | 52 |
|
|
2017
Q2 | $2.4M | Sell |
16,998
-4,257
| -20% | -$600K | 0.77% | 25 |
|
|
2017
Q1 | $2.92M | Buy |
21,255
+8,533
| +67% | +$1.17M | 0.93% | 23 |
|
|
2016
Q4 | $1.72M | Buy |
+12,722
| New | +$1.72M | 0.4% | 35 |
|