Fiduciary Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
+530
| New | +$114K | 0.11% | 53 |
|
|
2017
Q2 | – | Sell |
-2,536
| Closed | -$349K | – | 12 |
|
|
2017
Q1 | $349K | Sell |
2,536
-1,970
| -44% | -$271K | 0.35% | 9 |
|
|
2016
Q4 | $607K | Buy |
4,506
+17
| +0.4% | +$2.29K | 0.61% | 9 |
|
|
2016
Q3 | $558K | Sell |
4,489
-304
| -6% | -$37.8K | 0.56% | 9 |
|
|
2016
Q2 | $551K | Sell |
4,793
-1,129
| -19% | -$130K | 0.59% | 9 |
|
|
2016
Q1 | $655K | Buy |
+5,922
| New | +$655K | 0.69% | 8 |
|