RFA
RTD 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 | $14M | Sell |
64,815
-184
| -0.3% | -$39.7K | 1.79% | 16 |
|
|
2025
Q1 | $13M | Sell |
64,999
-4,239
| -6% | -$846K | 1.74% | 17 |
|
|
2024
Q4 | $15.3M | Sell |
69,238
-708
| -1% | -$156K | 1.96% | 13 |
|
|
2024
Q3 | $15.5M | Sell |
69,946
-443
| -0.6% | -$97.9K | 1.96% | 14 |
|
|
2024
Q2 | $14.3M | Sell |
70,389
-1,038
| -1% | -$211K | 1.92% | 13 |
|
|
2024
Q1 | $15M | Sell |
71,427
-724
| -1% | -$152K | 2.02% | 13 |
|
|
2023
Q4 | $14.5M | Buy |
72,151
+291
| +0.4% | +$58.4K | 2.03% | 13 |
|
|
2023
Q3 | $12.7M | Buy |
71,860
+21
| +0% | +$3.71K | 1.94% | 13 |
|
|
2023
Q2 | $13.5M | Buy |
71,839
+490
| +0.7% | +$91.8K | 1.96% | 13 |
|
|
2023
Q1 | $12.7M | Buy |
71,349
+1,827
| +3% | +$326K | 1.97% | 13 |
|
|
2022
Q4 | $12.1M | Sell |
69,522
-217
| -0.3% | -$37.8K | 1.98% | 13 |
|
|
2022
Q3 | $11.5M | Sell |
69,739
-409
| -0.6% | -$67.5K | 2.12% | 12 |
|
|
2022
Q2 | $11.9M | Buy |
70,148
+6,838
| +11% | +$1.16M | 1.82% | 15 |
|
|
2022
Q1 | $13M | Buy |
63,310
+2,231
| +4% | +$458K | 1.75% | 14 |
|
|
2021
Q4 | $13.6M | Buy |
+61,079
| New | +$13.6M | 1.78% | 14 |
|