Frazier Financial Advisors’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 | $113K | Buy |
525
+3
| +0.6% | +$648 | 0.08% | 90 |
|
|
2025
Q1 | $104K | Sell |
522
-33
| -6% | -$6.58K | 0.08% | 82 |
|
|
2024
Q4 | $123K | Buy |
555
+2
| +0.4% | +$442 | 0.1% | 75 |
|
|
2024
Q3 | $122K | Buy |
553
+20
| +4% | +$4.41K | 0.09% | 83 |
|
|
2024
Q2 | $108K | Sell |
533
-5
| -0.9% | -$1.01K | 0.09% | 91 |
|
|
2024
Q1 | $113K | Buy |
538
+47
| +10% | +$9.89K | 0.09% | 90 |
|
|
2023
Q4 | $98.6K | Buy |
+491
| New | +$98.6K | 0.09% | 88 |
|