Fiduciary Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Fiduciary Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$232K	Buy
2025 Q2	$114K	Buy
2017 Q2	–	Sell
2017 Q1	$349K	Sell
2016 Q4	$607K	Buy
2016 Q3	$558K	Sell
2016 Q2	$551K	Sell
2016 Q1	$655K	Buy