FWM
ForthRight Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,133
| Closed | -$226K | – | 66 |
|
|
2025
Q1 | $226K | Buy |
1,133
+2
| +0.2% | +$399 | 0.08% | 60 |
|
|
2024
Q4 | $250K | Buy |
1,131
+3
| +0.3% | +$663 | 0.08% | 57 |
|
|
2024
Q3 | $249K | Sell |
1,128
-195
| -15% | -$43.1K | 0.08% | 57 |
|
|
2024
Q2 | $268K | Sell |
1,323
-211
| -14% | -$42.8K | 0.1% | 53 |
|
|
2024
Q1 | $323K | Sell |
1,534
-80
| -5% | -$16.8K | 0.12% | 50 |
|
|
2023
Q4 | $324K | Buy |
+1,614
| New | +$324K | 0.13% | 46 |
|
|
2021
Q1 | – | Sell |
-187
| Closed | -$37K | – | 104 |
|
|
2020
Q4 | $37K | Buy |
+187
| New | +$37K | 0.03% | 77 |
|