Founders Financial Alliance’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 | $125K | Buy |
|
|||||
|
2025
Q2 | $81.4K | Sell |
|
|||||
|
2025
Q1 | $80.6K | Buy |
|
|||||
|
2024
Q4 | $68.4K | Sell |
|
|||||
|
2024
Q3 | $69.9K | Buy |
|
|||||
|
2024
Q2 | $45K | Sell |
|
|||||
|
2024
Q1 | $87.1K | Buy |
|
|||||
|
2023
Q4 | $58.4K | Buy |
|
|||||
|
2023
Q3 | $38.2K | Sell |
|
|||||
|
2023
Q2 | $51.1K | Buy |
|
|||||
|
2023
Q1 | $32.5K | Sell |
|
|||||
|
2022
Q4 | $43.4K | Hold |
|
|||||
|
2022
Q3 | $41K | Sell |
|
|||||
|
2022
Q2 | $58K | Buy |
|
|||||
|
2022
Q1 | $53K | Hold |
|
|||||
|
2021
Q4 | $58K | Hold |
|
|||||
|
2021
Q3 | $57K | Sell |
|
|||||
|
2021
Q2 | $105K | Buy |
|
|||||
|
2021
Q1 | $57K | Sell |
|
|||||
|
2020
Q4 | $97K | Buy |
|
|||||
|
2020
Q3 | $64K | Buy |
|