Founders Financial Securities’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 | $449K | Sell |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $616K | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $3.71M | Sell |
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|
2020
Q4 | $4.71M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $505K | Sell |
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|
2019
Q4 | $752K | Buy |
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|
2019
Q3 | $612K | Buy |
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|
2019
Q2 | $584K | Buy |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $470K | Buy |
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|
2018
Q3 | $590K | Buy |
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|
2018
Q2 | $554K | Buy |
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|
2018
Q1 | $486K | Buy |
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|
2017
Q4 | $478K | Sell |
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|
2017
Q3 | $470K | Sell |
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|
2017
Q2 | $515K | Sell |
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|
2017
Q1 | $547K | Buy |
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|
2016
Q4 | $532K | Buy |
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|
2016
Q3 | $452K | Sell |
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|
2016
Q2 | $425K | Sell |
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|
2016
Q1 | $451K | Sell |
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|
2015
Q4 | $468K | Buy |
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|
2015
Q3 | $452K | Buy |
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|
2015
Q2 | $465K | Buy |
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|
2015
Q1 | $433K | Buy |
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|
2014
Q4 | $393K | Sell |
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|
2014
Q3 | $360K | Buy |
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|
2014
Q2 | $378K | Buy |
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|
2014
Q1 | $18.7K | Buy |
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|
2013
Q4 | $314K | Buy |
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