Foster Dykema Cabot & Partners’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
Q2 | $380K | Hold |
1,764
| – | – | 0.03% | 90 |
|
|
2025
Q1 | $352K | Sell |
1,764
-88
| -5% | -$17.6K | 0.03% | 87 |
|
|
2024
Q4 | $409K | Sell |
1,852
-396
| -18% | -$87.5K | 0.03% | 89 |
|
|
2024
Q3 | $497K | Buy |
2,248
+457
| +26% | +$101K | 0.04% | 76 |
|
|
2024
Q2 | $363K | Sell |
1,791
-1,339
| -43% | -$272K | 0.03% | 73 |
|
|
2024
Q1 | $658K | Buy |
3,130
+1,305
| +72% | +$274K | 0.06% | 54 |
|
|
2023
Q4 | $366K | Buy |
+1,825
| New | +$366K | 0.04% | 66 |
|