JF
JSF Financial’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
4,369
+100
| +2% | +$21.6K | 0.22% | 69 |
|
|
2025
Q1 | $852K | Sell |
4,269
-181
| -4% | -$36.1K | 0.22% | 68 |
|
|
2024
Q4 | $983K | Sell |
4,450
-36
| -0.8% | -$7.95K | 0.26% | 55 |
|
|
2024
Q3 | $991K | Sell |
4,486
-148
| -3% | -$32.7K | 0.29% | 50 |
|
|
2024
Q2 | $940K | Sell |
4,634
-336
| -7% | -$68.2K | 0.29% | 45 |
|
|
2024
Q1 | $1.05M | Sell |
4,970
-333
| -6% | -$70K | 0.33% | 40 |
|
|
2023
Q4 | $1.06M | Sell |
5,303
-51
| -1% | -$10.2K | 0.37% | 34 |
|
|
2023
Q3 | $946K | Sell |
5,354
-305
| -5% | -$53.9K | 0.37% | 33 |
|
|
2023
Q2 | $1.06M | Sell |
5,659
-26
| -0.5% | -$4.87K | 0.37% | 35 |
|
|
2023
Q1 | $1.01M | Sell |
5,685
-827
| -13% | -$148K | 0.38% | 38 |
|
|
2022
Q4 | $1.14M | Sell |
6,512
-614
| -9% | -$107K | 0.42% | 36 |
|
|
2022
Q3 | $1.18M | Sell |
7,126
-101
| -1% | -$16.7K | 0.45% | 33 |
|
|
2022
Q2 | $1.22M | Sell |
7,227
-330
| -4% | -$55.9K | 0.55% | 33 |
|
|
2022
Q1 | $1.55M | Sell |
7,557
-71,287
| -90% | -$14.6M | 0.66% | 26 |
|
|
2021
Q4 | $17.5M | Buy |
78,844
+70,225
| +815% | +$15.6M | 8.53% | 3 |
|
|
2021
Q3 | $1.89M | Buy |
8,619
+197
| +2% | +$43.1K | 0.93% | 14 |
|
|
2021
Q2 | $1.93M | Sell |
8,422
-160
| -2% | -$36.7K | 1.14% | 14 |
|
|
2021
Q1 | $1.9M | Sell |
8,582
-21
| -0.2% | -$4.64K | 1.19% | 12 |
|
|
2020
Q4 | $1.69M | Sell |
8,603
-574
| -6% | -$113K | 1.18% | 12 |
|
|
2020
Q3 | $1.38M | Buy |
9,177
+256
| +3% | +$38.4K | 1.08% | 13 |
|
|
2020
Q2 | $1.28M | Sell |
8,921
-1,591
| -15% | -$228K | 1.11% | 11 |
|
|
2020
Q1 | $1.2M | Sell |
10,512
-1,467
| -12% | -$168K | 1.22% | 13 |
|
|
2019
Q4 | $1.99M | Sell |
11,979
-450
| -4% | -$74.6K | 1.96% | 7 |
|
|
2019
Q3 | $1.88M | Sell |
12,429
-1,660
| -12% | -$251K | 2.05% | 7 |
|
|
2019
Q2 | $2.19M | Buy |
14,089
+485
| +4% | +$75.4K | 2.38% | 7 |
|
|
2019
Q1 | $2.08M | Sell |
13,604
-679
| -5% | -$104K | 2.3% | 8 |
|
|
2018
Q4 | $1.91M | Buy |
+14,283
| New | +$1.91M | 1.96% | 12 |
|