PFW Advisors’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 | $6.32M | Sell |
29,303
-1,135
| -4% | -$245K | 1.95% | 11 |
|
|
2025
Q1 | $6.07M | Sell |
30,438
-1,282
| -4% | -$256K | 1.9% | 11 |
|
|
2024
Q4 | $7.01M | Buy |
+31,720
| New | +$7.01M | 2.16% | 9 |
|
|
2024
Q2 | $9.7M | Sell |
47,827
-1,137
| -2% | -$231K | 3.09% | 6 |
|
|
2024
Q1 | $10.3M | Sell |
48,964
-2,120
| -4% | -$446K | 3.15% | 6 |
|
|
2023
Q4 | $10.3M | Buy |
51,084
+1,122
| +2% | +$225K | 3.28% | 7 |
|
|
2023
Q3 | $8.83M | Buy |
49,962
+123
| +0.2% | +$21.7K | 3.12% | 7 |
|
|
2023
Q2 | $9.52M | Buy |
+49,839
| New | +$9.52M | 3.18% | 8 |
|
|
2019
Q3 | $7.06M | Buy |
+31,939
| New | +$7.06M | 2.13% | 9 |
|