Fonville Wealth Management’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 | $1.5M | Sell |
6,944
-224
| -3% | -$48.3K | 0.38% | 47 |
|
|
2025
Q1 | $1.41M | Buy |
7,168
+100
| +1% | +$19.6K | 0.41% | 46 |
|
|
2024
Q4 | $1.56M | Sell |
7,068
-124
| -2% | -$27.4K | 0.52% | 42 |
|
|
2024
Q3 | $1.59M | Buy |
7,192
+361
| +5% | +$79.7K | 0.55% | 43 |
|
|
2024
Q2 | $1.39M | Sell |
6,831
-60
| -0.9% | -$12.2K | 0.55% | 46 |
|
|
2024
Q1 | $1.45M | Buy |
6,891
+157
| +2% | +$33K | 0.64% | 43 |
|
|
2023
Q4 | $1.35M | Buy |
+6,734
| New | +$1.35M | 0.72% | 44 |
|