FWA
FSM Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
1,939
+70
| +4% | +$20.1K | 0.09% | 138 |
|
|
2025
Q1 | $478K | Sell |
1,869
-26
| -1% | -$6.64K | 0.11% | 113 |
|
|
2024
Q4 | $556K | Buy |
1,895
+326
| +21% | +$95.7K | 0.14% | 91 |
|
|
2024
Q3 | $446K | Sell |
1,569
-226
| -13% | -$64.2K | 0.12% | 100 |
|
|
2024
Q2 | $471K | Sell |
1,795
-80
| -4% | -$21K | 0.16% | 88 |
|
|
2024
Q1 | $508K | Sell |
1,875
-75
| -4% | -$20.3K | 0.18% | 86 |
|
|
2023
Q4 | $492K | Buy |
1,950
+28
| +1% | +$7.06K | 0.21% | 83 |
|
|
2023
Q3 | $431K | Sell |
1,922
-239
| -11% | -$53.6K | 0.22% | 84 |
|
|
2023
Q2 | $529K | Sell |
2,161
-461
| -18% | -$113K | 0.27% | 78 |
|
|
2023
Q1 | $595K | Hold |
2,622
| – | – | 0.35% | 65 |
|
|
2022
Q4 | $562K | Hold |
2,622
| – | – | 0.4% | 64 |
|
|
2022
Q3 | $542K | Hold |
2,622
| – | – | 0.45% | 59 |
|
|
2022
Q2 | $627K | Buy |
+2,622
| New | +$627K | 0.62% | 45 |
|