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Benchmark Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Benchmark Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$675K Sell
3,383
-1,505
-31% -$300K 0.44% 55
2024
Q4 		$1.08M Buy
4,888
+2,888
+144% +$638K 0.7% 38
2024
Q3 		$442K Buy
+2,000
New +$442K 0.31% 61