FMWA
Forvis Mazars Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
11,924
+620
| +5% | +$134K | 0.06% | 139 |
|
|
2025
Q1 | $2.26M | Sell |
11,304
-895
| -7% | -$179K | 0.05% | 141 |
|
|
2024
Q4 | $2.7M | Buy |
12,199
+319
| +3% | +$70.5K | 0.06% | 138 |
|
|
2024
Q3 | $2.62M | Buy |
11,880
+89
| +0.8% | +$19.7K | 0.06% | 148 |
|
|
2024
Q2 | $2.39M | Sell |
11,791
-140
| -1% | -$28.4K | 0.06% | 143 |
|
|
2024
Q1 | $2.51M | Sell |
11,931
-980
| -8% | -$206K | 0.06% | 142 |
|
|
2023
Q4 | $2.59M | Sell |
12,911
-241
| -2% | -$48.4K | 0.07% | 134 |
|
|
2023
Q3 | $2.32M | Sell |
13,152
-187
| -1% | -$33.1K | 0.07% | 136 |
|
|
2023
Q2 | $2.5M | Sell |
13,339
-1,239
| -8% | -$232K | 0.07% | 150 |
|
|
2023
Q1 | $2.6M | Sell |
14,578
-442
| -3% | -$78.9K | 0.09% | 127 |
|
|
2022
Q4 | $2.62M | Buy |
15,020
+266
| +2% | +$46.4K | 0.09% | 121 |
|
|
2022
Q3 | $2.43M | Sell |
14,754
-452
| -3% | -$74.5K | 0.1% | 121 |
|
|
2022
Q2 | $2.58M | Buy |
15,206
+173
| +1% | +$29.3K | 0.1% | 108 |
|
|
2022
Q1 | $3.09M | Sell |
15,033
-553
| -4% | -$114K | 0.13% | 85 |
|
|
2021
Q4 | $3.47M | Sell |
15,586
-237
| -1% | -$52.7K | 0.15% | 77 |
|
|
2021
Q3 | $3.46M | Buy |
15,823
+242
| +2% | +$52.9K | 0.16% | 68 |
|
|
2021
Q2 | $3.57M | Sell |
15,581
-1,006
| -6% | -$231K | 0.17% | 63 |
|
|
2021
Q1 | $3.67M | Sell |
16,587
-329
| -2% | -$72.7K | 0.18% | 59 |
|
|
2020
Q4 | $3.32M | Sell |
16,916
-681
| -4% | -$134K | 0.17% | 67 |
|
|
2020
Q3 | $2.64M | Sell |
17,597
-1,300
| -7% | -$195K | 0.15% | 70 |
|
|
2020
Q2 | $2.71M | Buy |
18,897
+285
| +2% | +$40.8K | 0.18% | 65 |
|
|
2020
Q1 | $2.13M | Sell |
18,612
-585
| -3% | -$66.9K | 0.17% | 64 |
|
|
2019
Q4 | $3.18M | Buy |
19,197
+704
| +4% | +$117K | 0.23% | 56 |
|
|
2019
Q3 | $2.8M | Sell |
18,493
-139
| -0.7% | -$21K | 0.22% | 64 |
|
|
2019
Q2 | $2.9M | Sell |
18,632
-858
| -4% | -$133K | 0.23% | 58 |
|
|
2019
Q1 | $2.98M | Buy |
19,490
+921
| +5% | +$141K | 0.25% | 59 |
|
|
2018
Q4 | $2.49M | Sell |
18,569
-1,941
| -9% | -$260K | 0.25% | 54 |
|
|
2018
Q3 | $3.46M | Sell |
20,510
-445
| -2% | -$75K | 0.3% | 43 |
|
|
2018
Q2 | $3.43M | Buy |
20,955
+300
| +1% | +$49.1K | 0.33% | 43 |
|
|
2018
Q1 | $3.14M | Sell |
20,655
-1,525
| -7% | -$232K | 0.31% | 43 |
|
|
2017
Q4 | $3.38M | Sell |
22,180
-178
| -0.8% | -$27.1K | 0.34% | 40 |
|
|
2017
Q3 | $3.31M | Sell |
22,358
-879
| -4% | -$130K | 0.36% | 34 |
|
|
2017
Q2 | $3.28M | Sell |
23,237
-1,311
| -5% | -$185K | 0.37% | 36 |
|
|
2017
Q1 | $3.38M | Sell |
24,548
-1,817
| -7% | -$250K | 0.41% | 32 |
|
|
2016
Q4 | $3.56M | Buy |
26,365
+972
| +4% | +$131K | 0.46% | 31 |
|
|
2016
Q3 | $3.15M | Sell |
25,393
-2,180
| -8% | -$271K | 0.44% | 31 |
|
|
2016
Q2 | $3.17M | Sell |
27,573
-3,946
| -13% | -$454K | 0.47% | 32 |
|
|
2016
Q1 | $3.49M | Sell |
31,519
-8,355
| -21% | -$924K | 0.56% | 27 |
|
|
2015
Q4 | $4.49M | Sell |
39,874
-3,360
| -8% | -$378K | 0.68% | 20 |
|
|
2015
Q3 | $4.72M | Sell |
43,234
-12,439
| -22% | -$1.36M | 0.83% | 16 |
|
|
2015
Q2 | $6.95M | Sell |
55,673
-3,315
| -6% | -$414K | 1.04% | 17 |
|
|
2015
Q1 | $7.34M | Sell |
58,988
-2,607
| -4% | -$324K | 1.06% | 17 |
|
|
2014
Q4 | $7.37M | Sell |
61,595
-705
| -1% | -$84.3K | 1.21% | 16 |
|
|
2014
Q3 | $6.81M | Sell |
62,300
-10,289
| -14% | -$1.13M | 1.18% | 17 |
|
|
2014
Q2 | $8.62M | Sell |
72,589
-15,920
| -18% | -$1.89M | 1.47% | 14 |
|
|
2014
Q1 | $10.3M | Sell |
88,509
-15,003
| -14% | -$1.75M | 1.82% | 13 |
|
|
2013
Q4 | $11.9M | Sell |
103,512
-7,127
| -6% | -$822K | 2.21% | 12 |
|
|
2013
Q3 | $11.8M | Buy |
+110,639
| New | +$11.8M | 2.42% | 11 |
|