RFA
Resurgent 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 | $1.33M | Buy |
6,171
+4,756
| +336% | +$1.03M | 0.73% | 35 |
|
|
2025
Q1 | $282K | Buy |
+1,415
| New | +$282K | 0.17% | 144 |
|
|
2024
Q1 | – | Sell |
-480
| Closed | -$96.3K | – | 339 |
|
|
2023
Q4 | $96.3K | Hold |
480
| – | – | 0.06% | 251 |
|
|
2023
Q3 | $84.8K | Sell |
480
-3
| -0.6% | -$530 | 0.06% | 247 |
|
|
2023
Q2 | $90.5K | Sell |
483
-200
| -29% | -$37.5K | 0.06% | 245 |
|
|
2023
Q1 | $122K | Sell |
683
-68
| -9% | -$12.1K | 0.08% | 202 |
|
|
2022
Q4 | $131K | Buy |
+751
| New | +$131K | 0.07% | 263 |
|
|
2022
Q3 | – | Sell |
-14,204
| Closed | -$2.41M | – | 198 |
|
|
2022
Q2 | $2.41M | Sell |
14,204
-433
| -3% | -$73.3K | 1.54% | 10 |
|
|
2022
Q1 | $3M | Sell |
14,637
-6,758
| -32% | -$1.39M | 1.86% | 5 |
|
|
2021
Q4 | $4.76M | Buy |
+21,395
| New | +$4.76M | 3.79% | 4 |
|