Fiduciary Alliance’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 | $783K | Buy |
3,628
+1,252
| +53% | +$270K | 0.06% | 258 |
|
|
2025
Q1 | $474K | Buy |
2,376
+109
| +5% | +$21.7K | 0.05% | 265 |
|
|
2024
Q4 | $501K | Sell |
2,267
-371
| -14% | -$82K | 0.05% | 234 |
|
|
2024
Q3 | $583K | Buy |
2,638
+332
| +14% | +$73.3K | 0.08% | 143 |
|
|
2024
Q2 | $465K | Buy |
2,306
+101
| +5% | +$20.4K | 0.08% | 136 |
|
|
2024
Q1 | $459K | Sell |
2,205
-7
| -0.3% | -$1.46K | 0.08% | 129 |
|
|
2023
Q4 | $444K | Buy |
2,212
+115
| +5% | +$23.1K | 0.09% | 119 |
|
|
2023
Q3 | $371K | Sell |
2,097
-123
| -6% | -$21.7K | 0.09% | 126 |
|
|
2023
Q2 | $416K | Buy |
2,220
+18
| +0.8% | +$3.37K | 0.09% | 110 |
|
|
2023
Q1 | $393K | Buy |
2,202
+18
| +0.8% | +$3.21K | 0.1% | 105 |
|
|
2022
Q4 | $381K | Buy |
+2,184
| New | +$381K | 0.1% | 100 |
|