Foundations Investment 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 | $3.47M | Sell |
16,063
-16,863
| -51% | -$3.64M | 0.05% | 245 |
|
|
2025
Q1 | $6.57M | Sell |
32,926
-27,734
| -46% | -$5.53M | 0.12% | 161 |
|
|
2024
Q4 | $13.4M | Buy |
60,660
+38,159
| +170% | +$8.43M | 0.26% | 88 |
|
|
2024
Q3 | $4.97M | Buy |
22,501
+13,128
| +140% | +$2.9M | 0.1% | 164 |
|
|
2024
Q2 | $1.9M | Sell |
9,373
-26,556
| -74% | -$5.39M | 0.05% | 241 |
|
|
2024
Q1 | $7.56M | Buy |
35,929
+13,642
| +61% | +$2.87M | 0.2% | 92 |
|
|
2023
Q4 | $4.36M | Buy |
22,287
+16,830
| +308% | +$3.29M | 0.12% | 135 |
|
|
2023
Q3 | $965K | Sell |
5,457
-34
| -0.6% | -$6.01K | 0.03% | 286 |
|
|
2023
Q2 | $1.03M | Buy |
5,491
+2,656
| +94% | +$497K | 0.03% | 260 |
|
|
2023
Q1 | $506K | Sell |
2,835
-17,604
| -86% | -$3.14M | 0.02% | 320 |
|
|
2022
Q4 | $3.56M | Buy |
20,439
+2,055
| +11% | +$358K | 0.14% | 81 |
|
|
2022
Q3 | $3.03M | Buy |
18,384
+1,507
| +9% | +$249K | 0.13% | 71 |
|
|
2022
Q2 | $2.9M | Buy |
16,877
+5,853
| +53% | +$1M | 0.12% | 78 |
|
|
2022
Q1 | $2.19M | Buy |
11,024
+841
| +8% | +$167K | 0.08% | 92 |
|
|
2021
Q4 | $2.2M | Buy |
10,183
+40
| +0.4% | +$8.64K | 0.08% | 87 |
|
|
2021
Q3 | $2.24M | Sell |
10,143
-2,958
| -23% | -$654K | 0.1% | 78 |
|
|
2021
Q2 | $2.97M | Buy |
13,101
+1,314
| +11% | +$297K | 0.14% | 61 |
|
|
2021
Q1 | $2.6M | Sell |
11,787
-835
| -7% | -$184K | 0.15% | 56 |
|
|
2020
Q4 | $2.62M | Buy |
12,622
+5,393
| +75% | +$1.12M | 0.17% | 41 |
|
|
2020
Q3 | $1.11M | Sell |
7,229
-112
| -2% | -$17.1K | 0.24% | 65 |
|
|
2020
Q2 | $1.05M | Sell |
7,341
-2,333
| -24% | -$332K | 0.09% | 73 |
|
|
2020
Q1 | $1.03M | Buy |
9,674
+2,174
| +29% | +$232K | 0.12% | 41 |
|
|
2019
Q4 | $1.24M | Sell |
7,500
-174
| -2% | -$28.8K | 0.15% | 52 |
|
|
2019
Q3 | $1.13M | Buy |
7,674
+3,010
| +65% | +$445K | 0.15% | 58 |
|
|
2019
Q2 | $729K | Sell |
4,664
-285,905
| -98% | -$44.7M | 0.11% | 69 |
|
|
2019
Q1 | $44.5M | Buy |
+290,569
| New | +$44.5M | 7.72% | 4 |
|