Fidelis Capital Partners’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 | $14.5M | Sell |
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|
2025
Q2 | $13.4M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $9.09M | Buy |
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|
2024
Q2 | $7.39M | Sell |
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|
2024
Q1 | $7.71M | Buy |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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