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A&I Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

A&I Financial Services’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.7M Buy
170,187
+1,349
+0.8% +$291K 20.73% 1
2025
Q1 		$33.7M Sell
168,838
-3,941
-2% -$786K 22.79% 1
2024
Q4 		$38.2M Buy
+172,779
New +$38.2M 37.22% 1