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Breakwater Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Breakwater Investment 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 		$325K Hold
1,504
– – 0.13% 66
2025
Q1 		$300K Hold
1,504
– – 0.13% 66
2024
Q4 		$332K Hold
1,504
– – 0.14% 66
2024
Q3 		$332K Hold
1,504
– – 0.14% 66
2024
Q2 		$305K Hold
1,504
– – 0.14% 64
2024
Q1 		$316K Buy
+1,504
New +$316K 0.15% 60