FFG
Ford Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,630
| Closed | -$458K | – | 52 |
|
|
2022
Q4 | $458K | Sell |
2,630
-247
| -9% | -$43.1K | 0.18% | 77 |
|
|
2022
Q3 | $474K | Sell |
2,877
-5,387
| -65% | -$888K | 0.2% | 77 |
|
|
2022
Q2 | $1.4M | Sell |
8,264
-1,209
| -13% | -$205K | 0.57% | 38 |
|
|
2022
Q1 | $1.94M | Sell |
9,473
-5,277
| -36% | -$1.08M | 0.74% | 31 |
|
|
2021
Q4 | $3.28K | Sell |
14,750
-1,289
| -8% | -$287 | 0.65% | 26 |
|
|
2021
Q3 | $3.51M | Buy |
16,039
+489
| +3% | +$107K | 1.35% | 23 |
|
|
2021
Q2 | $3.57M | Buy |
15,550
+234
| +2% | +$53.7K | 1.33% | 21 |
|
|
2021
Q1 | $3.38M | Buy |
15,316
+509
| +3% | +$112K | 1.45% | 20 |
|
|
2020
Q4 | $2.9M | Buy |
14,807
+3,225
| +28% | +$632K | 1.37% | 21 |
|
|
2020
Q3 | $1.74M | Buy |
11,582
+209
| +2% | +$31.3K | 0.94% | 23 |
|
|
2020
Q2 | $1.63M | Sell |
11,373
-980
| -8% | -$140K | 0.91% | 23 |
|
|
2020
Q1 | $1.41M | Buy |
12,353
+14
| +0.1% | +$1.6K | 0.94% | 22 |
|
|
2019
Q4 | $2.04M | Buy |
12,339
+261
| +2% | +$43.2K | 1.18% | 17 |
|
|
2019
Q3 | $1.83M | Buy |
12,078
+752
| +7% | +$114K | 1.17% | 17 |
|
|
2019
Q2 | $1.76M | Sell |
11,326
-96
| -0.8% | -$14.9K | 1.19% | 17 |
|
|
2019
Q1 | $1.75M | Buy |
11,422
+47
| +0.4% | +$7.19K | 1.25% | 15 |
|
|
2018
Q4 | $1.52M | Buy |
+11,375
| New | +$1.52M | 1.15% | 17 |
|
|
2018
Q2 | – | Sell |
-8,056
| Closed | -$1.22M | – | 44 |
|
|
2018
Q1 | $1.22M | Buy |
8,056
+203
| +3% | +$30.8K | 0.96% | 18 |
|
|
2017
Q4 | $1.22M | Buy |
+7,853
| New | +$1.22M | 0.92% | 18 |
|