KFS
Kaizen Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
2,783
-68
| -2% | -$14.7K | 0.31% | 65 |
|
|
2025
Q1 | $569K | Buy |
2,851
+1,202
| +73% | +$240K | 0.33% | 56 |
|
|
2024
Q4 | $364K | Buy |
1,649
+203
| +14% | +$44.9K | 0.21% | 85 |
|
|
2024
Q3 | $319K | Sell |
1,446
-98
| -6% | -$21.7K | 0.19% | 95 |
|
|
2024
Q2 | $344K | Buy |
1,544
+272
| +21% | +$60.5K | 0.21% | 79 |
|
|
2024
Q1 | $268K | Buy |
1,272
+1
| +0.1% | +$210 | 0.18% | 96 |
|
|
2023
Q4 | $255K | Buy |
1,271
+104
| +9% | +$20.9K | 0.19% | 91 |
|
|
2023
Q3 | $206K | Hold |
1,167
| – | – | 0.17% | 102 |
|
|
2023
Q2 | $224K | Sell |
1,167
-196
| -14% | -$37.6K | 0.19% | 100 |
|
|
2023
Q1 | $243K | Buy |
1,363
+201
| +17% | +$35.9K | 0.24% | 80 |
|
|
2022
Q4 | $217K | Sell |
1,162
-1,419
| -55% | -$265K | 0.21% | 108 |
|
|
2022
Q3 | $426K | Buy |
2,581
+5
| +0.2% | +$825 | 0.43% | 56 |
|
|
2022
Q2 | $436K | Sell |
2,576
-303
| -11% | -$51.3K | 0.43% | 62 |
|
|
2022
Q1 | $591K | Sell |
2,879
-633
| -18% | -$130K | 0.46% | 53 |
|
|
2021
Q4 | $781K | Sell |
3,512
-4,496
| -56% | -$1,000K | 0.58% | 46 |
|
|
2021
Q3 | $1.75M | Buy |
+8,008
| New | +$1.75M | 1.41% | 17 |
|
|
2021
Q1 | $1.69M | Buy |
7,629
+3,608
| +90% | +$797K | 1.61% | 13 |
|
|
2020
Q4 | $788K | Buy |
+4,021
| New | +$788K | 0.88% | 30 |
|