Francis Financial’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
Q2 | $763K | Hold |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $830K | Buy |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.06M | Buy |
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