FFW
Fusion Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-358
| Closed | -$79K | – | 73 |
|
|
2021
Q1 | $79K | Sell |
358
-52
| -13% | -$11.5K | 0.01% | 43 |
|
|
2020
Q4 | $80K | Sell |
410
-100
| -20% | -$19.5K | 0.01% | 44 |
|
|
2020
Q3 | $76K | Buy |
510
+200
| +65% | +$29.8K | 0.02% | 44 |
|
|
2020
Q2 | $44K | Hold |
310
| – | – | 0.01% | 56 |
|
|
2020
Q1 | $35K | Hold |
310
| – | – | 0.01% | 65 |
|
|
2019
Q4 | $51K | Hold |
310
| – | – | 0.01% | 62 |
|
|
2019
Q3 | $47K | Hold |
310
| – | – | 0.01% | 62 |
|
|
2019
Q2 | $48K | Hold |
310
| – | – | 0.01% | 75 |
|
|
2019
Q1 | $47K | Sell |
310
-158
| -34% | -$24K | 0.01% | 66 |
|
|
2018
Q4 | $63K | Hold |
468
| – | – | 0.02% | 104 |
|
|
2018
Q3 | $79K | Sell |
468
-211
| -31% | -$35.6K | 0.02% | 96 |
|
|
2018
Q2 | $111K | Sell |
679
-140
| -17% | -$22.9K | 0.03% | 90 |
|
|
2018
Q1 | $124K | Hold |
819
| – | – | 0.04% | 73 |
|
|
2017
Q4 | $125K | Hold |
819
| – | – | 0.03% | 90 |
|
|
2017
Q3 | $121K | Hold |
819
| – | – | 0.04% | 64 |
|
|
2017
Q2 | $115K | Hold |
819
| – | – | 0.04% | 92 |
|
|
2017
Q1 | $113K | Sell |
819
-7
| -0.8% | -$966 | 0.04% | 90 |
|
|
2016
Q4 | $111K | Buy |
+826
| New | +$111K | 0.07% | 88 |
|