FRA
Frank Rimerman Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
2,527
-64
| -2% | -$13.8K | 0.04% | 330 |
|
|
2025
Q1 | $517K | Hold |
2,591
| – | – | 0.04% | 300 |
|
|
2024
Q4 | $573K | Hold |
2,591
| – | – | 0.04% | 277 |
|
|
2024
Q3 | $572K | Hold |
2,591
| – | – | 0.04% | 308 |
|
|
2024
Q2 | $526K | Hold |
2,591
| – | – | 0.04% | 330 |
|
|
2024
Q1 | $545K | Hold |
2,591
| – | – | 0.1% | 60 |
|
|
2023
Q4 | $520K | Hold |
2,591
| – | – | 0.11% | 62 |
|
|
2023
Q3 | $458K | Hold |
2,591
| – | – | 0.11% | 59 |
|
|
2023
Q2 | $485K | Hold |
2,591
| – | – | 0.12% | 58 |
|
|
2023
Q1 | $462K | Hold |
2,591
| – | – | 0.13% | 60 |
|
|
2022
Q4 | $452K | Hold |
2,591
| – | – | 0.14% | 55 |
|
|
2022
Q3 | $427K | Hold |
2,591
| – | – | 0.15% | 53 |
|
|
2022
Q2 | $439K | Sell |
2,591
-931
| -26% | -$158K | 0.17% | 50 |
|
|
2022
Q1 | $723K | Hold |
3,522
| – | – | 0.23% | 59 |
|
|
2021
Q4 | $783K | Sell |
3,522
-30
| -0.8% | -$6.67K | 0.26% | 53 |
|
|
2021
Q3 | $777K | Buy |
3,552
+30
| +0.9% | +$6.56K | 0.3% | 45 |
|
|
2021
Q2 | $808K | Hold |
3,522
| – | – | 0.32% | 35 |
|
|
2021
Q1 | $778K | Hold |
3,522
| – | – | 0.34% | 33 |
|
|
2020
Q4 | $691K | Buy |
+3,522
| New | +$691K | 0.31% | 40 |
|