LFASL
Lugano Financial Advisors SA (LFA)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
918
+795
| +646% | +$172K | 0.12% | 78 |
|
|
2025
Q1 | $24.5K | Sell |
123
-122
| -50% | -$24.3K | 0.02% | 160 |
|
|
2024
Q4 | $54.1K | Buy |
+245
| New | +$54.1K | 0.04% | 141 |
|
|
2019
Q1 | – | Sell |
-11,267
| Closed | -$1.9M | – | 157 |
|
|
2018
Q4 | $1.9M | Hold |
11,267
| – | – | 1.32% | 15 |
|
|
2018
Q3 | $1.9M | Buy |
11,267
+390
| +4% | +$65.8K | 1.32% | 15 |
|
|
2018
Q2 | $1.77M | Buy |
+10,877
| New | +$1.77M | 1.7% | 20 |
|