FPCG
Forum Private Client Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
1,170
-1
| -0.1% | -$216 | 0.1% | 70 |
|
|
2025
Q1 | $234K | Sell |
1,171
-19
| -2% | -$3.79K | 0.1% | 70 |
|
|
2024
Q4 | $263K | Sell |
1,190
-174
| -13% | -$38.4K | 0.12% | 66 |
|
|
2024
Q3 | $301K | Sell |
1,364
-397
| -23% | -$87.7K | 0.13% | 60 |
|
|
2024
Q2 | $357K | Sell |
1,761
-339
| -16% | -$68.8K | 0.17% | 52 |
|
|
2024
Q1 | $442K | Sell |
2,100
-205
| -9% | -$43.1K | 0.21% | 49 |
|
|
2023
Q4 | $463K | Buy |
+2,305
| New | +$463K | 0.24% | 45 |
|
|
2023
Q3 | – | Sell |
-2,656
| Closed | -$497K | – | 37 |
|
|
2023
Q2 | $497K | Sell |
2,656
-190
| -7% | -$35.6K | 0.28% | 45 |
|
|
2023
Q1 | $508K | Sell |
2,846
-21
| -0.7% | -$3.75K | 0.32% | 45 |
|
|
2022
Q4 | $500K | Buy |
2,867
+59
| +2% | +$10.3K | 0.35% | 42 |
|
|
2022
Q3 | $463K | Hold |
2,808
| – | – | 0.35% | 43 |
|
|
2022
Q2 | $476K | Buy |
2,808
+921
| +49% | +$156K | 0.35% | 43 |
|
|
2022
Q1 | $387K | Buy |
+1,887
| New | +$387K | 0.3% | 47 |
|