Clarity Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,762
Closed -$389K 115
2024
Q4
$389K Buy
+1,762
New +$389K 0.05% 82
2023
Q4
Sell
-5,882
Closed -$1.04M 118
2023
Q3
$1.04M Buy
+5,882
New +$1.04M 0.17% 50