Bellevue Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$566K Hold
2025
Q3
$557K Hold
2025
Q2
$496K Hold
2025
Q1
$459K Buy