BSTWA
IWM icon

Blake Schutter Theil Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$600K Sell
2,780
-1
-0% -$216 0.68% 45
2025
Q1 		$555K Hold
2,781
– – 0.63% 50
2024
Q4 		$614K Hold
2,781
– – 0.65% 39
2024
Q3 		$614K Buy
+2,781
New +$614K 0.44% 65