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Bright Futures Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bright Futures Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.89M Sell
10,345
-693
-6% -$127K 2.07% 14
2024
Q4 		$2.5M Buy
11,038
+10,006
+970% +$2.26M 2.22% 13
2024
Q3 		$228K Buy
+1,032
New +$228K 0.11% 197