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Allodium Investment Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Allodium Investment Consultants’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 		$2.39M Sell
11,084
-97
-0.9% -$20.9K 1.51% 18
2025
Q1 		$2.23M Sell
11,181
-53
-0.5% -$10.6K 1.65% 17
2024
Q4 		$2.48M Buy
+11,234
New +$2.48M 2.07% 15