FLC Capital 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
Q3 | $323K | Hold |
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|
2025
Q2 | $288K | Hold |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $294K | Hold |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $294K | Buy |
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|
2019
Q1 | $219K | Buy |
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