Francis Financial’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 | $763K | Hold |
3,536
| – | – | 0.18% | 46 |
|
|
2025
Q1 | $705K | Sell |
3,536
-58
| -2% | -$11.6K | 0.17% | 41 |
|
|
2024
Q4 | $794K | Sell |
3,594
-116
| -3% | -$25.6K | 0.2% | 39 |
|
|
2024
Q3 | $819K | Sell |
3,710
-99
| -3% | -$21.9K | 0.22% | 36 |
|
|
2024
Q2 | $773K | Sell |
3,809
-146
| -4% | -$29.6K | 0.23% | 37 |
|
|
2024
Q1 | $832K | Buy |
3,955
+1,490
| +60% | +$313K | 0.27% | 31 |
|
|
2023
Q4 | $495K | Sell |
2,465
-288
| -10% | -$57.8K | 0.21% | 36 |
|
|
2023
Q3 | $487K | Buy |
2,753
+189
| +7% | +$33.4K | 0.25% | 31 |
|
|
2023
Q2 | $480K | Buy |
2,564
+263
| +11% | +$49.3K | 0.26% | 33 |
|
|
2023
Q1 | $411K | Sell |
2,301
-113
| -5% | -$20.2K | 0.28% | 32 |
|
|
2022
Q4 | $421K | Sell |
2,414
-1,636
| -40% | -$285K | 0.39% | 26 |
|
|
2022
Q3 | $668K | Sell |
4,050
-552
| -12% | -$91K | 0.68% | 12 |
|
|
2022
Q2 | $830K | Buy |
+4,602
| New | +$830K | 0.73% | 12 |
|
|
2018
Q1 | $1.03M | Sell |
6,790
-166
| -2% | -$25.2K | 2.37% | 7 |
|
|
2017
Q4 | $1.06M | Buy |
+6,956
| New | +$1.06M | 2.29% | 7 |
|