Financial Services Advisory’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 | $1.4M | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $2.33M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8.02M | Sell |
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|
2021
Q1 | $14.5M | Sell |
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|
2020
Q4 | $19.9M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.91M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12.1M | Sell |
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|
2018
Q2 | $30.5M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4.65M | Buy |
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