Financial Partners Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $618K | Buy |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $697K | Hold |
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|
2021
Q4 | $756K | Hold |
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|
2021
Q3 | $743K | Hold |
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|
2021
Q2 | $779K | Hold |
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|
2021
Q1 | $751K | Hold |
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|
2020
Q4 | $666K | Hold |
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|
2020
Q3 | $509K | Sell |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $405K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $544K | Hold |
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|
2017
Q3 | $528K | Sell |
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|
2017
Q2 | $1M | Hold |
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|
2017
Q1 | $978K | Buy |
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|
2016
Q4 | $956K | Buy |
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