FWA
FSM Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
3,268
+468
| +17% | +$103K | 0.12% | 112 |
|
|
2025
Q1 | $559K | Buy |
2,800
+205
| +8% | +$40.9K | 0.13% | 100 |
|
|
2024
Q4 | $583K | Buy |
2,595
+195
| +8% | +$43.8K | 0.14% | 89 |
|
|
2024
Q3 | $530K | Buy |
2,400
+6
| +0.3% | +$1.33K | 0.14% | 90 |
|
|
2024
Q2 | $486K | Buy |
2,394
+4
| +0.2% | +$812 | 0.16% | 86 |
|
|
2024
Q1 | $503K | Buy |
2,390
+995
| +71% | +$209K | 0.18% | 87 |
|
|
2023
Q4 | $280K | Buy |
+1,395
| New | +$280K | 0.12% | 121 |
|