FAAM
IWM icon

First Ascent Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

First Ascent Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,080
Closed -$951K – 62
2023
Q2 		$951K Buy
5,080
+573
+13% +$107K 0.13% 51
2023
Q1 		$804K Sell
4,507
-468
-9% -$83.5K 0.12% 48
2022
Q4 		$867K Buy
+4,975
New +$867K 0.13% 49