PFS 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 | $64.7K | Buy |
300
+30
| +11% | +$6.47K | 0.03% | 143 |
|
|
2025
Q1 | $53.9K | Buy |
270
+135
| +100% | +$26.9K | 0.03% | 140 |
|
|
2024
Q4 | $29.8K | Buy |
135
+30
| +29% | +$6.63K | 0.02% | 180 |
|
|
2024
Q3 | $23.2K | Buy |
105
+30
| +40% | +$6.63K | 0.01% | 201 |
|
|
2024
Q2 | $15.2K | Hold |
75
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $15.8K | Buy |
+75
| New | +$15.8K | 0.01% | 225 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$12.7K | – | 367 |
|
|
2022
Q2 | $12.7K | Buy |
+75
| New | +$12.7K | 0.01% | 177 |
|