GFPC
Global Financial Private Client’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
4,655
+413
| +10% | +$89.1K | 0.38% | 82 |
|
|
2025
Q1 | $846K | Sell |
4,242
-1,009
| -19% | -$201K | 0.32% | 87 |
|
|
2024
Q4 | $1.16M | Hold |
5,251
| – | – | 0.44% | 62 |
|
|
2024
Q3 | $1.16M | Sell |
5,251
-42
| -0.8% | -$9.28K | 0.45% | 55 |
|
|
2024
Q2 | $1.07M | Buy |
5,293
+42
| +0.8% | +$8.52K | 0.45% | 63 |
|
|
2024
Q1 | $1.09M | Sell |
5,251
-7
| -0.1% | -$1.46K | 0.47% | 57 |
|
|
2023
Q4 | $1.06M | Buy |
5,258
+18
| +0.3% | +$3.61K | 0.49% | 56 |
|
|
2023
Q3 | $912K | Sell |
5,240
-371
| -7% | -$64.6K | 0.47% | 56 |
|
|
2023
Q2 | $1.05M | Buy |
5,611
+970
| +21% | +$182K | 0.52% | 52 |
|
|
2023
Q1 | $828K | Buy |
4,641
+51
| +1% | +$9.1K | 0.43% | 57 |
|
|
2022
Q4 | $800K | Sell |
4,590
-12
| -0.3% | -$2.09K | 0.45% | 51 |
|
|
2022
Q3 | $779K | Buy |
4,602
+3,525
| +327% | +$597K | 0.45% | 58 |
|
|
2022
Q2 | $185K | Sell |
1,077
-23
| -2% | -$3.94K | 0.1% | 142 |
|
|
2022
Q1 | $228K | Buy |
1,100
+414
| +60% | +$85.9K | 0.11% | 137 |
|
|
2021
Q4 | $153K | Buy |
686
+322
| +88% | +$71.6K | 0.07% | 160 |
|
|
2021
Q3 | $80.9K | Hold |
364
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $84.2K | Sell |
364
-25
| -6% | -$5.79K | 0.05% | 197 |
|
|
2021
Q1 | $87K | Buy |
389
+105
| +37% | +$23.5K | 0.06% | 165 |
|
|
2020
Q4 | $55.7K | Buy |
284
+67
| +31% | +$13.1K | 0.04% | 186 |
|
|
2020
Q3 | $33K | Sell |
217
-89
| -29% | -$13.5K | 0.03% | 220 |
|
|
2020
Q2 | $43.4K | Sell |
306
-279
| -48% | -$39.6K | 0.04% | 227 |
|
|
2020
Q1 | $62.4K | Sell |
585
-3,504
| -86% | -$374K | 0.07% | 183 |
|
|
2019
Q4 | $677K | Buy |
+4,089
| New | +$677K | 0.57% | 41 |
|