FA
Fiducient Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
6,523
+118
| +2% | +$25.5K | 0.17% | 70 |
|
|
2025
Q1 | $1.28M | Sell |
6,405
-31
| -0.5% | -$6.19K | 0.16% | 67 |
|
|
2024
Q4 | $1.42M | Sell |
6,436
-2,095
| -25% | -$463K | 0.18% | 50 |
|
|
2024
Q3 | $1.88M | Buy |
8,531
+1,758
| +26% | +$388K | 0.22% | 43 |
|
|
2024
Q2 | $1.37M | Buy |
6,773
+1,825
| +37% | +$370K | 0.19% | 45 |
|
|
2024
Q1 | $1.04M | Sell |
4,948
-88
| -2% | -$18.5K | 0.21% | 52 |
|
|
2023
Q4 | $1.01M | Buy |
5,036
+3,532
| +235% | +$709K | 0.19% | 42 |
|
|
2023
Q3 | $267K | Buy |
+1,504
| New | +$267K | 0.02% | 98 |
|
|
2021
Q2 | – | Sell |
-1,069
| Closed | -$236K | – | 85 |
|
|
2021
Q1 | $236K | Sell |
1,069
-969
| -48% | -$214K | 0.08% | 75 |
|
|
2020
Q4 | $400K | Buy |
2,038
+56
| +3% | +$11K | 0.15% | 45 |
|
|
2020
Q3 | $297K | Sell |
1,982
-310
| -14% | -$46.5K | 0.17% | 17 |
|
|
2020
Q2 | $328K | Sell |
2,292
-4,784
| -68% | -$685K | 0.2% | 16 |
|
|
2020
Q1 | $810K | Buy |
7,076
+3,192
| +82% | +$365K | 0.48% | 13 |
|
|
2019
Q4 | $643K | Sell |
3,884
-55
| -1% | -$9.11K | 0.35% | 13 |
|
|
2019
Q3 | $596K | Buy |
3,939
+188
| +5% | +$28.4K | 0.34% | 13 |
|
|
2019
Q2 | $583K | Sell |
3,751
-14,521
| -79% | -$2.26M | 0.35% | 13 |
|
|
2019
Q1 | $2.8M | Buy |
18,272
+4,270
| +30% | +$654K | 1.38% | 10 |
|
|
2018
Q4 | $1.88M | Buy |
14,002
+1,563
| +13% | +$209K | 1.08% | 11 |
|
|
2018
Q3 | $2.1M | Sell |
12,439
-9
| -0.1% | -$1.52K | 1.05% | 11 |
|
|
2018
Q2 | $2.04M | Buy |
12,448
+56
| +0.5% | +$9.17K | 1.03% | 11 |
|
|
2018
Q1 | $1.88M | Buy |
+12,392
| New | +$1.88M | 0.96% | 12 |
|