Focus Financial Network’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 | $1.63M | Buy |
7,545
+653
| +9% | +$141K | 0.06% | 221 |
|
|
2025
Q1 | $1.37M | Sell |
6,892
-472
| -6% | -$94.2K | 0.06% | 239 |
|
|
2024
Q4 | $1.63M | Buy |
7,364
+72
| +1% | +$15.9K | 0.06% | 210 |
|
|
2024
Q3 | $1.61M | Sell |
7,292
-339
| -4% | -$74.9K | 0.07% | 211 |
|
|
2024
Q2 | $1.7M | Sell |
7,631
-1,705
| -18% | -$379K | 0.07% | 197 |
|
|
2024
Q1 | $1.8M | Sell |
9,336
-48,295
| -84% | -$9.31M | 0.09% | 176 |
|
|
2023
Q4 | $11.6M | Buy |
57,631
+52,542
| +1,032% | +$10.5M | 0.43% | 48 |
|
|
2023
Q3 | $904K | Sell |
5,089
-392
| -7% | -$69.6K | 0.05% | 252 |
|
|
2023
Q2 | $1.03M | Sell |
5,481
-2,899
| -35% | -$543K | 0.06% | 232 |
|
|
2023
Q1 | $1.5M | Buy |
+8,380
| New | +$1.5M | 0.09% | 177 |
|
|
2022
Q4 | – | Sell |
-9,010
| Closed | -$1.49M | – | 494 |
|
|
2022
Q3 | $1.49M | Sell |
9,010
-354
| -4% | -$58.4K | 0.13% | 139 |
|
|
2022
Q2 | $1.59M | Sell |
9,364
-197
| -2% | -$33.4K | 0.13% | 133 |
|
|
2022
Q1 | $1.96M | Buy |
9,561
+4,216
| +79% | +$865K | 0.14% | 129 |
|
|
2021
Q4 | $1.19M | Sell |
5,345
-151
| -3% | -$33.6K | 0.17% | 122 |
|
|
2021
Q3 | $1.2M | Sell |
5,496
-413
| -7% | -$90.3K | 0.16% | 139 |
|
|
2021
Q2 | $1.36M | Sell |
5,909
-322
| -5% | -$73.9K | 0.18% | 129 |
|
|
2021
Q1 | $1.38M | Sell |
6,231
-1,175
| -16% | -$260K | 0.16% | 130 |
|
|
2020
Q4 | $1.45M | Sell |
7,406
-1,504
| -17% | -$295K | 0.13% | 144 |
|
|
2020
Q3 | $1.33M | Sell |
8,910
-479
| -5% | -$71.8K | 0.12% | 152 |
|
|
2020
Q2 | $1.34M | Sell |
9,389
-41
| -0.4% | -$5.87K | 0.15% | 131 |
|
|
2020
Q1 | $1.08M | Buy |
9,430
+6,341
| +205% | +$726K | 0.14% | 134 |
|
|
2019
Q4 | $512K | Buy |
3,089
+1,046
| +51% | +$173K | 0.06% | 239 |
|
|
2019
Q3 | $309K | Buy |
2,043
+29
| +1% | +$4.39K | 0.04% | 286 |
|
|
2019
Q2 | $313K | Buy |
2,014
+1
| +0% | +$156 | 0.05% | 277 |
|
|
2019
Q1 | $308K | Buy |
+2,013
| New | +$308K | 0.05% | 274 |
|