Fulcrum Equity Management’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
Q2 | – | Sell |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $794K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $421K | Sell |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $526K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.09M | Buy |
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|
2020
Q2 | $1.52M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $254K | Buy |
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