SHFA
SC&H 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 | $1.03M | Sell |
4,752
-21
| -0.4% | -$4.53K | 0.18% | 62 |
|
|
2025
Q1 | $952K | Buy |
4,773
+4
| +0.1% | +$798 | 0.19% | 64 |
|
|
2024
Q4 | $1.05M | Buy |
4,769
+4
| +0.1% | +$884 | 0.22% | 58 |
|
|
2024
Q3 | $1.05M | Sell |
4,765
-151
| -3% | -$33.4K | 0.23% | 62 |
|
|
2024
Q2 | $997K | Sell |
4,916
-165
| -3% | -$33.5K | 0.24% | 57 |
|
|
2024
Q1 | $1.07M | Buy |
5,081
+48
| +1% | +$10.1K | 0.28% | 56 |
|
|
2023
Q4 | $1.01M | Buy |
5,033
+49
| +1% | +$9.83K | 0.29% | 55 |
|
|
2023
Q3 | $881K | Buy |
4,984
+9
| +0.2% | +$1.59K | 0.29% | 60 |
|
|
2023
Q2 | $932K | Buy |
4,975
+199
| +4% | +$37.3K | 0.31% | 59 |
|
|
2023
Q1 | $852K | Sell |
4,776
-51
| -1% | -$9.1K | 0.31% | 63 |
|
|
2022
Q4 | $842K | Buy |
4,827
+38
| +0.8% | +$6.63K | 0.35% | 61 |
|
|
2022
Q3 | $790K | Buy |
4,789
+11
| +0.2% | +$1.82K | 0.4% | 52 |
|
|
2022
Q2 | $809K | Sell |
4,778
-4,190
| -47% | -$709K | 0.38% | 57 |
|
|
2022
Q1 | $1.84M | Buy |
8,968
+642
| +8% | +$132K | 0.88% | 24 |
|
|
2021
Q4 | $1.85M | Buy |
+8,326
| New | +$1.85M | 1.02% | 22 |
|