Frank Rimerman Advisors’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 | $545K | Sell |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $573K | Hold |
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|
2024
Q3 | $572K | Hold |
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|
2024
Q2 | $526K | Hold |
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|
2024
Q1 | $545K | Hold |
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|
2023
Q4 | $520K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $485K | Hold |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $452K | Hold |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $723K | Hold |
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|
2021
Q4 | $783K | Sell |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $808K | Hold |
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|
2021
Q1 | $778K | Hold |
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|
2020
Q4 | $691K | Buy |
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