Focus Partners Advisor Solutions’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
$5.19M Buy
2025
Q1
$4.7M Buy
2024
Q4
$4.52M Buy
2024
Q3
$4.22M Sell
2024
Q2
$4.04M Sell
2024
Q1
$4.45M Buy
2023
Q4
$1.88M Sell
2023
Q3
$1.79M Buy
2023
Q2
$1.17M Buy
2023
Q1
$1.1M Buy
2022
Q4
$877K Sell
2022
Q3
$850K Buy
2022
Q2
$838K Buy
2022
Q1
$943K Buy