FSC Wealth 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 | $4.86M | Buy |
22,515
+18,157
| +417% | +$3.92M | 3.06% | 9 |
|
|
2025
Q1 | $869K | Buy |
4,358
+738
| +20% | +$147K | 0.57% | 30 |
|
|
2024
Q4 | $800K | Buy |
3,620
+649
| +22% | +$143K | 0.51% | 30 |
|
|
2024
Q3 | $656K | Buy |
2,971
+472
| +19% | +$104K | 0.47% | 37 |
|
|
2024
Q2 | $507K | Sell |
2,499
-55,849
| -96% | -$11.3M | 0.37% | 37 |
|
|
2024
Q1 | $12.3M | Buy |
58,348
+57,176
| +4,878% | +$12M | 8.64% | 3 |
|
|
2023
Q4 | $235K | Sell |
1,172
-31,781
| -96% | -$6.38M | 0.17% | 45 |
|
|
2023
Q3 | $5.82M | Sell |
32,953
-16,039
| -33% | -$2.83M | 6.04% | 6 |
|
|
2023
Q2 | $9.17M | Buy |
48,992
+48,266
| +6,648% | +$9.04M | 8.25% | 5 |
|
|
2023
Q1 | $130K | Buy |
726
+612
| +537% | +$109K | 0.2% | 30 |
|
|
2022
Q4 | $19.9K | Buy |
114
+29
| +34% | +$5.06K | 0.03% | 86 |
|
|
2022
Q3 | $14K | Buy |
85
+19
| +29% | +$3.13K | 0.13% | 89 |
|
|
2022
Q2 | $11K | Buy |
66
+16
| +32% | +$2.67K | 0.1% | 99 |
|
|
2022
Q1 | $10K | Buy |
50
+34
| +213% | +$6.8K | 0.01% | 126 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 149 |
|