Beacon Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Beacon Financial Strategies’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$135K	Buy
2022 Q2	–	Sell
2022 Q1	$235K	Buy
2021 Q4	$210K	Buy
2021 Q3	$206K	Sell
2021 Q2	$236K	Buy