AWM
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Aegis Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Aegis Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$918K Hold
4,600
– – 0.55% 43
2025
Q1 		$918K Hold
4,600
– – 0.54% 43
2024
Q4 		$1.02M Buy
+4,600
New +$1.02M 0.69% 38