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BridgePort Financial Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

BridgePort Financial Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$916K Buy
4,246
+502
+13% +$108K 0.3% 67
2025
Q1 		$747K Sell
3,744
-111
-3% -$22.1K 0.34% 65
2024
Q4 		$819K Buy
+3,855
New +$819K 0.37% 58