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Axis Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Axis Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Sell
1,142
-111
-9% -$24K 0.16% 130
2025
Q1 		$250K Sell
1,253
-4
-0.3% -$798 0.18% 127
2024
Q4 		$278K Buy
+1,257
New +$278K 0.23% 110