First Pacific Financial’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 | $106K | Buy |
492
+24
| +5% | +$5.18K | 0.02% | 200 |
|
|
2025
Q1 | $93.4K | Sell |
468
-148
| -24% | -$29.5K | 0.02% | 168 |
|
|
2024
Q4 | $136K | Buy |
616
+224
| +57% | +$49.5K | 0.03% | 154 |
|
|
2024
Q3 | $86.6K | Buy |
392
+1
| +0.3% | +$221 | 0.02% | 172 |
|
|
2024
Q2 | $79.3K | Sell |
391
-24
| -6% | -$4.87K | 0.02% | 158 |
|
|
2024
Q1 | $87.3K | Buy |
415
+1
| +0.2% | +$210 | 0.02% | 153 |
|
|
2023
Q4 | $83.1K | Buy |
414
+3
| +0.7% | +$602 | 0.03% | 156 |
|
|
2023
Q3 | $72.6K | Buy |
411
+4
| +1% | +$707 | 0.03% | 142 |
|
|
2023
Q2 | $76.2K | Buy |
+407
| New | +$76.2K | 0.03% | 132 |
|