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Capstone Wealth Management Group (Oregon)’s iShares Russell 2000 ETF IWM Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,515
Closed -$335K – 98
2024
Q4 		$335K Buy
+1,515
New +$335K 0.25% 73