Alterna Wealth Management’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
$285K Hold
1,320
0.23% 83
2025
Q1
$263K Buy
+1,320
New +$263K 0.2% 82
2019
Q1
Sell
-43,280
Closed -$6.1M 223
2018
Q4
$6.1M Buy
+43,280
New +$6.1M 0.99% 13