Fiduciary Alliance’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 | $935K | Buy |
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|
2025
Q2 | $783K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $381K | Buy |
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