Financial Synergies Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
7,796
+3
| +0% | +$647 | 0.18% | 41 |
|
|
2025
Q1 | $1.55M | Sell |
7,793
-30
| -0.4% | -$5.99K | 0.19% | 37 |
|
|
2024
Q4 | $1.73M | Sell |
7,823
-25
| -0.3% | -$5.52K | 0.21% | 35 |
|
|
2024
Q3 | $1.73M | Buy |
7,848
+11
| +0.1% | +$2.43K | 0.22% | 35 |
|
|
2024
Q2 | $1.59M | Sell |
7,837
-1,551
| -17% | -$315K | 0.21% | 35 |
|
|
2024
Q1 | $1.97M | Sell |
9,388
-3,447
| -27% | -$725K | 0.26% | 35 |
|
|
2023
Q4 | $2.24M | Buy |
12,835
+2,858
| +29% | +$498K | 0.35% | 29 |
|
|
2023
Q3 | $1.76M | Sell |
9,977
-494
| -5% | -$87.3K | 0.25% | 32 |
|
|
2023
Q2 | $1.96M | Sell |
10,471
-2,430
| -19% | -$455K | 0.28% | 32 |
|
|
2023
Q1 | $2.3M | Buy |
12,901
+66
| +0.5% | +$11.8K | 0.34% | 30 |
|
|
2022
Q4 | $2.24M | Buy |
12,835
+8
| +0.1% | +$1.4K | 0.35% | 29 |
|
|
2022
Q3 | $2.12M | Sell |
12,827
-1,798
| -12% | -$297K | 0.36% | 22 |
|
|
2022
Q2 | $2.48M | Sell |
14,625
-1,069
| -7% | -$181K | 0.4% | 23 |
|
|
2022
Q1 | $3.22M | Sell |
15,694
-291
| -2% | -$59.7K | 0.51% | 21 |
|
|
2021
Q4 | $3.56M | Sell |
15,985
-214
| -1% | -$47.6K | 0.49% | 22 |
|
|
2021
Q3 | $3.54M | Sell |
16,199
-440
| -3% | -$96.3K | 0.48% | 21 |
|
|
2021
Q2 | $3.82M | Sell |
16,639
-164
| -1% | -$37.6K | 0.52% | 20 |
|
|
2021
Q1 | $3.71M | Sell |
16,803
-114
| -0.7% | -$25.2K | 0.54% | 21 |
|
|
2020
Q4 | $3.32M | Sell |
16,917
-15,513
| -48% | -$3.04M | 0.52% | 21 |
|
|
2020
Q3 | $4.86M | Sell |
32,430
-19,094
| -37% | -$2.86M | 1.24% | 19 |
|
|
2020
Q2 | $7.38M | Buy |
+51,524
| New | +$7.38M | 2.5% | 11 |
|