Founders Financial Alliance’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 | $81.4K | Sell |
377
-27
| -7% | -$5.83K | 0.02% | 362 |
|
|
2025
Q1 | $80.6K | Buy |
404
+94
| +30% | +$18.7K | 0.02% | 400 |
|
|
2024
Q4 | $68.4K | Sell |
310
-6
| -2% | -$1.32K | 0.02% | 359 |
|
|
2024
Q3 | $69.9K | Buy |
316
+94
| +42% | +$20.8K | 0.02% | 364 |
|
|
2024
Q2 | $45K | Sell |
222
-192
| -46% | -$39K | 0.01% | 381 |
|
|
2024
Q1 | $87.1K | Buy |
414
+123
| +42% | +$25.9K | 0.03% | 338 |
|
|
2023
Q4 | $58.4K | Buy |
291
+75
| +35% | +$15.1K | 0.02% | 329 |
|
|
2023
Q3 | $38.2K | Sell |
216
-57
| -21% | -$10.1K | 0.02% | 338 |
|
|
2023
Q2 | $51.1K | Buy |
273
+91
| +50% | +$17K | 0.02% | 341 |
|
|
2023
Q1 | $32.5K | Sell |
182
-67
| -27% | -$12K | 0.02% | 335 |
|
|
2022
Q4 | $43.4K | Hold |
249
| – | – | 0.02% | 339 |
|
|
2022
Q3 | $41K | Sell |
249
-96
| -28% | -$15.8K | 0.02% | 336 |
|
|
2022
Q2 | $58K | Buy |
345
+86
| +33% | +$14.5K | 0.03% | 317 |
|
|
2022
Q1 | $53K | Hold |
259
| – | – | 0.02% | 319 |
|
|
2021
Q4 | $58K | Hold |
259
| – | – | 0.02% | 350 |
|
|
2021
Q3 | $57K | Sell |
259
-200
| -44% | -$44K | 0.03% | 323 |
|
|
2021
Q2 | $105K | Buy |
459
+193
| +73% | +$44.2K | 0.05% | 289 |
|
|
2021
Q1 | $57K | Sell |
266
-224
| -46% | -$48K | 0.03% | 322 |
|
|
2020
Q4 | $97K | Buy |
490
+59
| +14% | +$11.7K | 0.05% | 244 |
|
|
2020
Q3 | $64K | Buy |
+431
| New | +$64K | 0.04% | 333 |
|