Burns Matteson Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Burns Matteson Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Hold
2025 Q2	$182K	Sell
2025 Q1	$170K	Buy
2024 Q4	–	Sell
2024 Q3	$268K	Hold
2024 Q2	$246K	Hold
2024 Q1	$255K	Sell
2023 Q4	$2.1M	Sell
2023 Q3	$3.09M	Buy
2021 Q4	–	Sell
2021 Q3	$210K	Buy