Blake Schutter Theil Wealth Advisors’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
2025
Q2
$600K Sell
2025
Q1
$555K Hold
2024
Q4
$614K Hold
2024
Q3
$614K Buy