360 Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$799K Buy
3,701
+747
+25% +$161K 0.25% 38
2025
Q1
$589K Sell
2,954
-281
-9% -$56.1K 0.21% 46
2024
Q4
$715K Buy
3,235
+975
+43% +$215K 0.26% 40
2024
Q3
$499K Buy
2,260
+271
+14% +$59.9K 0.18% 49
2024
Q2
$404K Buy
1,989
+243
+14% +$49.3K 0.15% 60
2024
Q1
$367K Buy
+1,746
New +$367K 0.14% 59