FPGK
Financial Partners Group (Kansas)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
2,517
+74
| +3% | +$16K | 0.08% | 116 |
|
|
2025
Q1 | $487K | Buy |
2,443
+57
| +2% | +$11.4K | 0.08% | 111 |
|
|
2024
Q4 | $527K | Buy |
2,386
+15
| +0.6% | +$3.32K | 0.08% | 100 |
|
|
2024
Q3 | $524K | Buy |
2,371
+1
| +0% | +$221 | 0.08% | 105 |
|
|
2024
Q2 | $481K | Sell |
2,370
-3
| -0.1% | -$609 | 0.08% | 106 |
|
|
2024
Q1 | $499K | Buy |
2,373
+29
| +1% | +$6.1K | 0.08% | 104 |
|
|
2023
Q4 | $470K | Buy |
2,344
+1
| +0% | +$201 | 0.08% | 93 |
|
|
2023
Q3 | $392K | Buy |
2,343
+1,054
| +82% | +$176K | 0.08% | 102 |
|
|
2023
Q2 | $250K | Sell |
1,289
-949
| -42% | -$184K | 0.05% | 129 |
|
|
2023
Q1 | $399K | Buy |
2,238
+1
| +0% | +$178 | 0.09% | 101 |
|
|
2022
Q4 | $431K | Buy |
2,237
+51
| +2% | +$9.82K | 0.09% | 97 |
|
|
2022
Q3 | $361K | Hold |
2,186
| – | – | 0.1% | 100 |
|
|
2022
Q2 | $370K | Sell |
2,186
-363
| -14% | -$61.4K | 0.09% | 102 |
|
|
2022
Q1 | $523K | Sell |
2,549
-220
| -8% | -$45.1K | 0.11% | 97 |
|
|
2021
Q4 | $557K | Buy |
2,769
+429
| +18% | +$86.3K | 0.12% | 93 |
|
|
2021
Q3 | $512K | Buy |
2,340
+283
| +14% | +$61.9K | 0.12% | 89 |
|
|
2021
Q2 | $472K | Buy |
2,057
+58
| +3% | +$13.3K | 0.12% | 86 |
|
|
2021
Q1 | $442K | Buy |
1,999
+1,000
| +100% | +$221K | 0.13% | 87 |
|
|
2020
Q4 | $212K | Buy |
+999
| New | +$212K | 0.06% | 122 |
|
|
2020
Q2 | – | Sell |
-4,112
| Closed | -$439K | – | 102 |
|
|
2020
Q1 | $439K | Buy |
4,112
+1,434
| +54% | +$153K | 0.27% | 37 |
|
|
2019
Q4 | $441K | Sell |
2,678
-32
| -1% | -$5.27K | 0.17% | 49 |
|
|
2019
Q3 | $410K | Buy |
+2,710
| New | +$410K | 0.18% | 49 |
|