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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$236K	Buy
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