Fiduciary Management Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,380
| Closed | -$747K | – | 73 |
|
|
2024
Q3 | $747K | Buy |
+3,380
| New | +$747K | 0.01% | 65 |
|
|
2024
Q1 | – | Sell |
-3,285
| Closed | -$659K | – | 69 |
|
|
2023
Q4 | $659K | Buy |
3,285
+2,065
| +169% | +$414K | 0.01% | 67 |
|
|
2023
Q3 | $216K | Buy |
+1,220
| New | +$216K | ﹤0.01% | 67 |
|
|
2023
Q1 | – | Sell |
-14,744
| Closed | -$2.57M | – | 64 |
|
|
2022
Q4 | $2.57M | Buy |
+14,744
| New | +$2.57M | 0.03% | 65 |
|
|
2019
Q1 | – | Sell |
-6,815
| Closed | -$913K | – | 73 |
|
|
2018
Q4 | $913K | Buy |
+6,815
| New | +$913K | 0.01% | 68 |
|