Roman Butler Fullerton & Co’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
$1.29M Buy
2025
Q1
Sell
2024
Q4
$233K Buy
2023
Q1
Sell
2022
Q4
$215K Buy
2022
Q1
Sell
2021
Q4
$258K Buy
2021
Q3
$211K Sell
2021
Q2
$863K Buy
2021
Q1
$657K Buy
2020
Q4
$269K Buy