NFA
Northwest Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
1,854
-300
| -14% | -$64.7K | 0.56% | 53 |
|
|
2025
Q1 | $430K | Sell |
2,154
-11
| -0.5% | -$2.2K | 0.36% | 66 |
|
|
2024
Q4 | $478K | Sell |
2,165
-42
| -2% | -$9.28K | 0.4% | 62 |
|
|
2024
Q3 | $487K | Sell |
2,207
-31
| -1% | -$6.85K | 0.39% | 57 |
|
|
2024
Q2 | $454K | Buy |
2,238
+2
| +0.1% | +$406 | 0.46% | 52 |
|
|
2024
Q1 | $470K | Sell |
2,236
-49
| -2% | -$10.3K | 0.52% | 49 |
|
|
2023
Q4 | $459K | Buy |
+2,285
| New | +$459K | 0.39% | 50 |
|