SHFP
Second Half Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
14,023
+1,586
| +13% | +$342K | 1.43% | 11 |
|
|
2025
Q1 | $2.48M | Buy |
12,437
+1,139
| +10% | +$227K | 1.23% | 12 |
|
|
2024
Q4 | $2.5M | Sell |
11,298
-501
| -4% | -$111K | 1.22% | 18 |
|
|
2024
Q3 | $2.61M | Buy |
+11,799
| New | +$2.61M | 1.38% | 27 |
|
|
2022
Q3 | – | Sell |
-3,325
| Closed | -$735K | – | 52 |
|
|
2022
Q2 | $735K | Hold |
3,325
| – | – | 0.57% | 40 |
|
|
2022
Q1 | $735K | Buy |
+3,325
| New | +$735K | 0.57% | 40 |
|