FAIM
Financial Advocates Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
54,255
+50,259
| +1,258% | +$10.8M | 0.95% | 23 |
|
|
2025
Q1 | $797K | Sell |
3,996
-53,345
| -93% | -$10.6M | 0.06% | 326 |
|
|
2024
Q4 | $12.5M | Sell |
57,341
-82,631
| -59% | -$18.1M | 0.71% | 25 |
|
|
2024
Q3 | $14.1M | Buy |
139,972
+90,842
| +185% | +$9.17M | 0.8% | 21 |
|
|
2024
Q2 | $9.97M | Buy |
49,130
+4,901
| +11% | +$994K | 0.62% | 29 |
|
|
2024
Q1 | $9.27M | Sell |
44,229
-46,193
| -51% | -$9.69M | 0.54% | 39 |
|
|
2023
Q4 | $11.1M | Sell |
90,422
-34,062
| -27% | -$4.18M | 0.72% | 27 |
|
|
2023
Q3 | $13.4M | Buy |
124,484
+76,050
| +157% | +$8.17M | 0.96% | 13 |
|
|
2023
Q2 | $9.07M | Buy |
48,434
+4,149
| +9% | +$777K | 0.65% | 27 |
|
|
2023
Q1 | $7.89M | Buy |
44,285
+1,963
| +5% | +$350K | 0.57% | 29 |
|
|
2022
Q4 | $7.38M | Sell |
42,322
-10,732
| -20% | -$1.87M | 0.55% | 37 |
|
|
2022
Q3 | $6.61M | Buy |
53,054
+13,767
| +35% | +$1.72M | 0.55% | 32 |
|
|
2022
Q2 | $6.65M | Sell |
39,287
-9,131
| -19% | -$1.55M | 0.54% | 35 |
|
|
2022
Q1 | $9.94M | Buy |
48,418
+2,422
| +5% | +$497K | 0.65% | 27 |
|
|
2021
Q4 | $10.2M | Buy |
45,996
+3,522
| +8% | +$783K | 0.64% | 21 |
|
|
2021
Q3 | $9.27M | Buy |
42,474
+6,671
| +19% | +$1.46M | 0.63% | 24 |
|
|
2021
Q2 | $8.16M | Buy |
35,803
+754
| +2% | +$172K | 0.55% | 30 |
|
|
2021
Q1 | $7.55M | Buy |
35,049
+5,820
| +20% | +$1.25M | 0.54% | 28 |
|
|
2020
Q4 | $5.68M | Buy |
29,229
+2,841
| +11% | +$552K | 0.39% | 58 |
|
|
2020
Q3 | $3.95M | Sell |
26,388
-980
| -4% | -$147K | 0.34% | 63 |
|
|
2020
Q2 | $4.18M | Sell |
27,368
-2,165
| -7% | -$331K | 0.4% | 51 |
|
|
2020
Q1 | $3.38M | Buy |
29,533
+7,562
| +34% | +$865K | 0.48% | 49 |
|
|
2019
Q4 | $3.64M | Buy |
21,971
+1,637
| +8% | +$271K | 0.39% | 65 |
|
|
2019
Q3 | $3.08M | Buy |
20,334
+1,992
| +11% | +$301K | 0.35% | 75 |
|
|
2019
Q2 | $2.85M | Buy |
18,342
+140
| +0.8% | +$21.8K | 0.33% | 74 |
|
|
2019
Q1 | $2.79M | Sell |
18,202
-7,869
| -30% | -$1.2M | 0.35% | 77 |
|
|
2018
Q4 | $3.49M | Sell |
26,071
-19,580
| -43% | -$2.62M | 0.48% | 51 |
|
|
2018
Q3 | $7.7M | Sell |
45,651
-11,811
| -21% | -$1.99M | 0.86% | 22 |
|
|
2018
Q2 | $9.46M | Buy |
57,462
+1,053
| +2% | +$173K | 1.15% | 17 |
|
|
2018
Q1 | $8.57M | Buy |
56,409
+2,756
| +5% | +$418K | 1.11% | 18 |
|
|
2017
Q4 | $8.18M | Buy |
+53,653
| New | +$8.18M | 1.12% | 19 |
|