FPAS
Focus Partners Advisor Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
24,043
+496
| +2% | +$107K | 0.07% | 139 |
|
|
2025
Q1 | $4.7M | Buy |
23,547
+3,077
| +15% | +$614K | 0.07% | 138 |
|
|
2024
Q4 | $4.52M | Buy |
20,470
+1,346
| +7% | +$297K | 0.08% | 133 |
|
|
2024
Q3 | $4.22M | Sell |
19,124
-763
| -4% | -$169K | 0.09% | 115 |
|
|
2024
Q2 | $4.04M | Sell |
19,887
-1,255
| -6% | -$255K | 0.11% | 100 |
|
|
2024
Q1 | $4.45M | Buy |
21,142
+11,798
| +126% | +$2.48M | 0.13% | 91 |
|
|
2023
Q4 | $1.88M | Sell |
9,344
-786
| -8% | -$158K | 0.09% | 107 |
|
|
2023
Q3 | $1.79M | Buy |
10,130
+3,906
| +63% | +$690K | 0.09% | 113 |
|
|
2023
Q2 | $1.17M | Buy |
6,224
+44
| +0.7% | +$8.24K | 0.06% | 121 |
|
|
2023
Q1 | $1.1M | Buy |
6,180
+1,148
| +23% | +$205K | 0.07% | 115 |
|
|
2022
Q4 | $877K | Sell |
5,032
-119
| -2% | -$20.7K | 0.07% | 135 |
|
|
2022
Q3 | $850K | Buy |
5,151
+201
| +4% | +$33.2K | 0.05% | 168 |
|
|
2022
Q2 | $838K | Buy |
4,950
+361
| +8% | +$61.1K | 0.07% | 133 |
|
|
2022
Q1 | $943K | Buy |
+4,589
| New | +$943K | 0.09% | 112 |
|