AFA
IWM icon

Allium Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Allium Financial Advisors’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 		$277K Buy
1,282
+8
+0.6% +$1.73K 0.2% 66
2025
Q1 		$254K Buy
+1,274
New +$254K 0.23% 62