Fulcrum Equity 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 | – | Sell |
-1,245
| Closed | -$248K | – | 115 |
|
|
2025
Q1 | $248K | Buy |
1,245
+178
| +17% | +$35.5K | 0.27% | 78 |
|
|
2024
Q4 | $236K | Buy |
+1,067
| New | +$236K | 0.23% | 95 |
|
|
2024
Q2 | – | Sell |
-2,985
| Closed | -$628K | – | 138 |
|
|
2024
Q1 | $628K | Sell |
2,985
-254
| -8% | -$53.4K | 0.74% | 45 |
|
|
2023
Q4 | $650K | Sell |
3,239
-1,253
| -28% | -$251K | 0.8% | 27 |
|
|
2023
Q3 | $794K | Buy |
+4,492
| New | +$794K | 0.93% | 31 |
|
|
2022
Q1 | – | Sell |
-1,892
| Closed | -$421K | – | 152 |
|
|
2021
Q4 | $421K | Sell |
1,892
-12,453
| -87% | -$2.77M | 0.16% | 99 |
|
|
2021
Q3 | $3.14M | Buy |
14,345
+11,620
| +426% | +$2.54M | 1.22% | 15 |
|
|
2021
Q2 | $625K | Buy |
2,725
+346
| +15% | +$79.4K | 0.23% | 93 |
|
|
2021
Q1 | $526K | Buy |
+2,379
| New | +$526K | 0.21% | 97 |
|
|
2020
Q4 | – | Sell |
-13,969
| Closed | -$2.09M | – | 164 |
|
|
2020
Q3 | $2.09M | Buy |
13,969
+3,374
| +32% | +$505K | 0.97% | 32 |
|
|
2020
Q2 | $1.52M | Buy |
+10,595
| New | +$1.52M | 0.72% | 27 |
|
|
2019
Q2 | – | Sell |
-1,912
| Closed | -$293K | – | 104 |
|
|
2019
Q1 | $293K | Buy |
1,912
+12
| +0.6% | +$1.84K | 0.1% | 75 |
|
|
2018
Q4 | $254K | Buy |
+1,900
| New | +$254K | 0.09% | 63 |
|