KMG Fiduciary Partners’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 | $1.61M | Buy |
7,440
+4
| +0.1% | +$863 | 0.12% | 155 |
|
|
2025
Q1 | $1.48M | Buy |
7,436
+437
| +6% | +$87.2K | 0.12% | 156 |
|
|
2024
Q4 | $1.55M | Buy |
6,999
+10
| +0.1% | +$2.21K | 0.13% | 150 |
|
|
2024
Q3 | $1.54M | Sell |
6,989
-81
| -1% | -$17.9K | 0.13% | 146 |
|
|
2024
Q2 | $1.43M | Sell |
7,070
-26
| -0.4% | -$5.28K | 0.14% | 125 |
|
|
2024
Q1 | $1.49M | Buy |
7,096
+2
| +0% | +$421 | 0.15% | 122 |
|
|
2023
Q4 | $1.42M | Sell |
7,094
-27
| -0.4% | -$5.42K | 0.17% | 123 |
|
|
2023
Q3 | $1.26M | Buy |
7,121
+407
| +6% | +$71.9K | 0.17% | 128 |
|
|
2023
Q2 | $1.26M | Buy |
6,714
+4
| +0.1% | +$749 | 0.16% | 132 |
|
|
2023
Q1 | $1.2M | Buy |
6,710
+4,688
| +232% | +$836K | 0.17% | 131 |
|
|
2022
Q4 | $353K | Buy |
+2,022
| New | +$353K | 0.06% | 192 |
|