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Clark Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
1,681
+563
+50% +$121K 0.05% 131
2025
Q1
$223K Sell
1,118
-209
-16% -$41.7K 0.04% 141
2024
Q4
$293K Buy
1,327
+105
+9% +$23.2K 0.05% 101
2024
Q3
$270K Sell
1,222
-514
-30% -$114K 0.06% 99
2024
Q2
$352K Buy
+1,736
New +$352K 0.1% 71