Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $499K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $361K | Hold |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $441K | Sell |
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|
2019
Q3 | $410K | Buy |
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