RFP Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$514K Sell
2025
Q2
$501K Sell
2025
Q1
$468K Hold
2024
Q4
$519K Hold
2024
Q3
$519K Hold
2024
Q2
$476K Sell
2024
Q1
$671K Sell
2023
Q4
$644K Buy
2023
Q3
$549K Hold
2023
Q2
$582K Sell
2023
Q1
$630K Hold
2022
Q4
$615K Buy