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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.41M Sell
2025
Q1
$2.31M Buy
2024
Q4
$2.51M Buy
2023
Q3
$1.01M Sell
2023
Q2
$1.37M Hold
2023
Q1
$1.26M Hold
2022
Q4
$1.25M Sell
2022
Q3
$1.61M Buy
2022
Q2
$1.42M Buy
2022
Q1
$1.63M Hold
2021
Q4
$1.65M Buy