PHS
PFM Health Sciences’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 75 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 88 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 79 |
|
|
2024
Q2 | – | Sell |
-99,115
| Closed | -$20.8M | – | 82 |
|
|
2024
Q1 | $20.8M | Buy |
+99,115
| New | +$20.8M | 0.98% | 34 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 76 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 74 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 108 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 121 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 112 |
|
|
2017
Q4 | – | Sell |
-161,700
| Closed | -$24M | – | 80 |
|
|
2017
Q3 | $24M | Buy |
+161,700
| New | +$24M | 0.47% | 54 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 94 |
|