Frisch Financial Group’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
Q3 | $307K | Buy |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $445K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $221K | Buy |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $261K | Buy |
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|
2018
Q4 | $203K | Buy |
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