PFWA
Paces Ferry Wealth 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 | $1.49M | Sell |
6,884
-583
| -8% | -$126K | 0.68% | 32 |
|
|
2025
Q1 | $1.49M | Sell |
7,467
-56
| -0.7% | -$11.2K | 0.74% | 31 |
|
|
2024
Q4 | $1.66M | Sell |
7,523
-537
| -7% | -$119K | 0.81% | 30 |
|
|
2024
Q3 | $1.78M | Sell |
8,060
-14
| -0.2% | -$3.09K | 1.02% | 27 |
|
|
2024
Q2 | $1.64M | Sell |
8,074
-51
| -0.6% | -$10.3K | 0.99% | 26 |
|
|
2024
Q1 | $1.71M | Sell |
8,125
-1,975
| -20% | -$415K | 1.09% | 26 |
|
|
2023
Q4 | $2.03M | Sell |
10,100
-340
| -3% | -$68.2K | 1.41% | 20 |
|
|
2023
Q3 | $1.85M | Sell |
10,440
-665
| -6% | -$118K | 1.46% | 19 |
|
|
2023
Q2 | $2.08M | Buy |
11,105
+162
| +1% | +$30.3K | 1.56% | 18 |
|
|
2023
Q1 | $1.95M | Sell |
10,943
-2,234
| -17% | -$399K | 1.57% | 18 |
|
|
2022
Q4 | $2.3M | Buy |
13,177
+1,277
| +11% | +$223K | 2.24% | 10 |
|
|
2022
Q3 | $1.96M | Sell |
11,900
-27
| -0.2% | -$4.45K | 2.15% | 9 |
|
|
2022
Q2 | $2.02M | Buy |
11,927
+29
| +0.2% | +$4.91K | 1.99% | 13 |
|
|
2022
Q1 | $2.44M | Sell |
11,898
-372
| -3% | -$76.4K | 1.94% | 12 |
|
|
2021
Q4 | $2.73M | Sell |
12,270
-1
| -0% | -$222 | 1.96% | 15 |
|
|
2021
Q3 | $2.68M | Sell |
12,271
-120
| -1% | -$26.2K | 2.14% | 11 |
|
|
2021
Q2 | $2.84M | Sell |
12,391
-181
| -1% | -$41.5K | 2.17% | 11 |
|
|
2021
Q1 | $2.78M | Sell |
12,572
-325
| -3% | -$71.8K | 2.42% | 9 |
|
|
2020
Q4 | $2.53M | Sell |
12,897
-364
| -3% | -$71.4K | 2.31% | 11 |
|
|
2020
Q3 | $1.99M | Buy |
+13,261
| New | +$1.99M | 1.73% | 12 |
|