Foster Dykema Cabot & Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Buy
2025
Q2
$380K Hold
2025
Q1
$352K Sell
2024
Q4
$409K Sell
2024
Q3
$497K Buy
2024
Q2
$363K Sell
2024
Q1
$658K Buy
2023
Q4
$366K Buy