RFM
Royal Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Buy |
37,311
+750
| +2% | +$162K | 0.8% | 32 |
|
|
2025
Q1 | $7.31M | Sell |
36,561
-60,393
| -62% | -$12.1M | 0.81% | 27 |
|
|
2024
Q4 | $21.4M | Sell |
96,954
-182,496
| -65% | -$40.3M | 2% | 5 |
|
|
2024
Q3 | $61.7M | Buy |
279,450
+227,092
| +434% | +$50.2M | 3.68% | 1 |
|
|
2024
Q2 | $10.6M | Buy |
+52,358
| New | +$10.6M | 0.86% | 9 |
|
|
2021
Q4 | – | Sell |
-34,413
| Closed | -$7.53M | – | 198 |
|
|
2021
Q3 | $7.53M | Sell |
34,413
-11,709
| -25% | -$2.56M | 1.1% | 25 |
|
|
2021
Q2 | $10.6M | Buy |
46,122
+1,509
| +3% | +$346K | 1.75% | 11 |
|
|
2021
Q1 | $9.86M | Buy |
44,613
+41,326
| +1,257% | +$9.13M | 1.8% | 12 |
|
|
2020
Q4 | $644K | Buy |
+3,287
| New | +$644K | 0.14% | 114 |
|
|
2020
Q2 | – | Sell |
-317
| Closed | -$36K | – | 349 |
|
|
2020
Q1 | $36K | Hold |
317
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $52K | Sell |
317
-100
| -24% | -$16.4K | 0.01% | 239 |
|
|
2019
Q3 | $63K | Hold |
417
| – | – | 0.02% | 218 |
|
|
2019
Q2 | $64K | Hold |
417
| – | – | 0.02% | 212 |
|
|
2019
Q1 | $63K | Hold |
417
| – | – | 0.02% | 193 |
|
|
2018
Q4 | $55K | Hold |
417
| – | – | 0.02% | 182 |
|
|
2018
Q3 | $70K | Buy |
417
+120
| +40% | +$20.1K | 0.02% | 169 |
|
|
2018
Q2 | $48K | Hold |
297
| – | – | 0.02% | 193 |
|
|
2018
Q1 | $45K | Sell |
297
-1,453
| -83% | -$220K | 0.02% | 199 |
|
|
2017
Q4 | $266K | Buy |
1,750
+1,709
| +4,168% | +$260K | 0.1% | 94 |
|
|
2017
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 339 |
|
|
2017
Q2 | $5K | Sell |
41
-140
| -77% | -$17.1K | ﹤0.01% | 314 |
|
|
2017
Q1 | $24K | Buy |
181
+147
| +432% | +$19.5K | 0.01% | 199 |
|
|
2016
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 317 |
|