Fortitude Advisory Group’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
Q1 | – | Sell |
-1,445
| Closed | -$319K | – | 211 |
|
|
2024
Q4 | $319K | Hold |
1,445
| – | – | 0.19% | 117 |
|
|
2024
Q3 | $319K | Sell |
1,445
-30
| -2% | -$6.63K | 0.2% | 119 |
|
|
2024
Q2 | $299K | Sell |
1,475
-5
| -0.3% | -$1.01K | 0.18% | 119 |
|
|
2024
Q1 | $311K | Sell |
1,480
-1
| -0.1% | -$210 | 0.18% | 127 |
|
|
2023
Q4 | $297K | Buy |
+1,481
| New | +$297K | 0.18% | 132 |
|
|
2022
Q2 | – | Sell |
-873
| Closed | -$179K | – | 728 |
|
|
2022
Q1 | $179K | Buy |
873
+114
| +15% | +$23.4K | 0.1% | 212 |
|
|
2021
Q4 | $169K | Buy |
+759
| New | +$169K | 0.09% | 224 |
|