Fiduciary Group’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
Q2 | $378K | Buy |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $383K | Sell |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $753K | Sell |
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|
2023
Q1 | $773K | Sell |
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|
2022
Q4 | $770K | Buy |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | $838K | Buy |
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|
2022
Q1 | $721K | Hold |
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|
2021
Q4 | $941K | Sell |
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|
2021
Q3 | $994K | Sell |
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|
2021
Q2 | $958K | Buy |
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|
2021
Q1 | $949K | Buy |
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|
2020
Q4 | $893K | Hold |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $564K | Hold |
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|
2020
Q1 | $451K | Hold |
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|
2019
Q4 | $653K | Hold |
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|
2019
Q3 | $596K | Buy |
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|
2019
Q2 | $362K | Hold |
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|
2019
Q1 | $357K | Sell |
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|
2018
Q4 | $319K | Hold |
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|
2018
Q3 | $401K | Hold |
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|
2018
Q2 | $390K | Hold |
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|
2018
Q1 | $362K | Buy |
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|
2017
Q4 | $352K | Buy |
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|
2017
Q3 | $268K | Hold |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $248K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $280K | Buy |
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|
2015
Q2 | $301K | Buy |
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