SFS
Summit Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
5,441
-11
| -0.2% | -$2.37K | 0.11% | 60 |
|
|
2025
Q1 | $1.09M | Sell |
5,452
-74
| -1% | -$14.8K | 0.11% | 57 |
|
|
2024
Q4 | $1.22M | Sell |
5,526
-16
| -0.3% | -$3.54K | 0.13% | 54 |
|
|
2024
Q3 | $1.22M | Sell |
5,542
-135
| -2% | -$29.8K | 0.14% | 53 |
|
|
2024
Q2 | $1.15M | Sell |
5,677
-186
| -3% | -$37.7K | 0.14% | 53 |
|
|
2024
Q1 | $1.23M | Sell |
5,863
-3
| -0.1% | -$631 | 0.17% | 45 |
|
|
2023
Q4 | $1.18M | Sell |
5,866
-149
| -2% | -$29.9K | 0.18% | 43 |
|
|
2023
Q3 | $1.06M | Buy |
6,015
+576
| +11% | +$102K | 0.2% | 37 |
|
|
2023
Q2 | $1.02M | Sell |
5,439
-208
| -4% | -$39K | 0.19% | 40 |
|
|
2023
Q1 | $1.01M | Buy |
5,647
+229
| +4% | +$40.9K | 0.2% | 42 |
|
|
2022
Q4 | $945K | Buy |
+5,418
| New | +$945K | 0.2% | 40 |
|
|
2022
Q3 | – | Sell |
-6,145
| Closed | -$1.04M | – | 121 |
|
|
2022
Q2 | $1.04M | Buy |
+6,145
| New | +$1.04M | 0.24% | 35 |
|