Foresight Capital Management Advisors’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 | – | Sell |
-12,300
| Closed | -$2.45M | – | 92 |
|
|
2025
Q1 | $2.45M | Buy |
12,300
+400
| +3% | +$79.8K | 1.52% | 30 |
|
|
2024
Q4 | $2.63M | Buy |
11,900
+550
| +5% | +$122K | 1.54% | 29 |
|
|
2024
Q3 | $2.51M | Buy |
11,350
+900
| +9% | +$199K | 1.49% | 32 |
|
|
2024
Q2 | $2.12M | Sell |
10,450
-388
| -4% | -$78.7K | 1.43% | 32 |
|
|
2024
Q1 | $2.28M | Buy |
10,838
+300
| +3% | +$63.1K | 1.74% | 28 |
|
|
2023
Q4 | $2.12M | Buy |
+10,538
| New | +$2.12M | 2.17% | 22 |
|
|
2022
Q3 | $1.37M | Buy |
8,317
+300
| +4% | +$49.5K | 2.36% | 23 |
|
|
2022
Q2 | $1.36M | Buy |
8,017
+700
| +10% | +$119K | 2.08% | 27 |
|
|
2022
Q1 | $1.5M | Buy |
7,317
+100
| +1% | +$20.5K | 1.68% | 34 |
|
|
2021
Q4 | $1.61M | Buy |
+7,217
| New | +$1.61M | 1.56% | 37 |
|