FPW
Flagship Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Sell |
3,890
-400
| -9% | -$86.3K | 0.36% | 43 |
|
|
2025
Q1 | $856K | Sell |
4,290
-760
| -15% | -$152K | 0.41% | 44 |
|
|
2024
Q4 | $1.12M | Buy |
5,050
+1,926
| +62% | +$426K | 0.54% | 35 |
|
|
2024
Q3 | $690K | Buy |
3,124
+1,417
| +83% | +$313K | 0.36% | 54 |
|
|
2024
Q2 | $346K | Sell |
1,707
-88
| -5% | -$17.9K | 0.21% | 67 |
|
|
2024
Q1 | $377K | Sell |
1,795
-633
| -26% | -$133K | 0.24% | 64 |
|
|
2023
Q4 | $487K | Sell |
2,428
-115
| -5% | -$23.1K | 0.38% | 49 |
|
|
2023
Q3 | $450K | Buy |
2,543
+53
| +2% | +$9.37K | 0.4% | 46 |
|
|
2023
Q2 | $466K | Buy |
2,490
+5
| +0.2% | +$937 | 0.39% | 46 |
|
|
2023
Q1 | $443K | Buy |
2,485
+6
| +0.2% | +$1.07K | 0.4% | 45 |
|
|
2022
Q4 | $432K | Buy |
2,479
+45
| +2% | +$7.85K | 0.4% | 46 |
|
|
2022
Q3 | $401K | Sell |
2,434
-47
| -2% | -$7.74K | 0.41% | 45 |
|
|
2022
Q2 | $420K | Sell |
2,481
-52
| -2% | -$8.8K | 0.41% | 48 |
|
|
2022
Q1 | $520K | Buy |
2,533
+4
| +0.2% | +$821 | 0.43% | 47 |
|
|
2021
Q4 | $563K | Sell |
2,529
-280
| -10% | -$62.3K | 0.41% | 45 |
|
|
2021
Q3 | $614K | Sell |
2,809
-15
| -0.5% | -$3.28K | 0.49% | 43 |
|
|
2021
Q2 | $632K | Buy |
2,824
+101
| +4% | +$22.6K | 0.48% | 39 |
|
|
2021
Q1 | $613K | Buy |
2,723
+26
| +1% | +$5.85K | 0.51% | 36 |
|
|
2020
Q4 | $565K | Buy |
+2,697
| New | +$565K | 0.52% | 35 |
|