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Brass Tax Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Brass Tax Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$425K Buy
1,971
+270
+16% +$58.3K 0.08% 127
2025
Q1 		$339K Sell
1,701
-52
-3% -$10.4K 0.07% 138
2024
Q4 		$387K Buy
1,753
+27
+2% +$5.97K 0.08% 113
2024
Q3 		$381K Buy
+1,726
New +$381K 0.08% 114