FSA Wealth Management’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 | $220K | Sell |
1,017
-25
| -2% | -$5.4K | 0.09% | 50 |
|
|
2025
Q1 | $208K | Sell |
1,042
-60
| -5% | -$12K | 0.09% | 51 |
|
|
2024
Q4 | $244K | Sell |
1,102
-26
| -2% | -$5.75K | 0.1% | 44 |
|
|
2024
Q3 | $249K | Buy |
+1,128
| New | +$249K | 0.1% | 45 |
|
|
2024
Q1 | $237K | Buy |
1,128
+40
| +4% | +$8.41K | 0.1% | 46 |
|
|
2023
Q4 | $218K | Buy |
+1,088
| New | +$218K | 0.1% | 43 |
|
|
2023
Q3 | – | Sell |
-1,088
| Closed | -$204K | – | 50 |
|
|
2023
Q2 | $204K | Buy |
+1,088
| New | +$204K | 0.11% | 44 |
|
|
2022
Q2 | – | Sell |
-1,134
| Closed | -$252K | – | 36 |
|
|
2022
Q1 | $252K | Hold |
1,134
| – | – | 0.15% | 39 |
|
|
2021
Q4 | $252K | Sell |
1,134
-25
| -2% | -$5.56K | 0.15% | 39 |
|
|
2021
Q3 | $254K | Buy |
1,159
+1
| +0.1% | +$219 | 0.16% | 38 |
|
|
2021
Q2 | $266K | Hold |
1,158
| – | – | 0.17% | 36 |
|
|
2021
Q1 | $256K | Buy |
1,158
+1
| +0.1% | +$221 | 0.17% | 37 |
|
|
2020
Q4 | $227K | Buy |
+1,157
| New | +$227K | 0.11% | 51 |
|
|
2020
Q3 | – | Sell |
-1,157
| Closed | -$166K | – | 203 |
|
|
2020
Q2 | $166K | Hold |
1,157
| – | – | 0.11% | 62 |
|
|
2020
Q1 | $132K | Hold |
1,157
| – | – | 0.11% | 63 |
|
|
2019
Q4 | $192K | Buy |
+1,157
| New | +$192K | 0.14% | 55 |
|