First Foundation Advisors’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 | $25.5M | Sell |
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|
2025
Q1 | $24.3M | Buy |
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|
2024
Q4 | $25.4M | Buy |
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|
2024
Q3 | $23.4M | Buy |
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|
2024
Q2 | $20.6M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $14.6M | Buy |
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|
2023
Q2 | $15.5M | Sell |
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|
2023
Q1 | $18.8M | Sell |
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|
2022
Q4 | $20.2M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $5.19M | Buy |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $3.6M | Buy |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $640K | Buy |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Sell |
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|
2020
Q1 | $379K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $265K | Buy |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $248K | Sell |
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|
2017
Q4 | $325K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $272K | Buy |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $209K | Sell |
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|
2015
Q3 | $457K | Buy |
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|
2015
Q2 | $231K | Sell |
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|
2015
Q1 | $235K | Sell |
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|
2014
Q4 | $470K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $253K | Buy |
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