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Code Waechter’s iShares Russell 2000 ETF IWM Stock Holding History

Code Waechter’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,412
Closed -$282K – 124
2025
Q1 		$282K Buy
1,412
+462
+49% +$92.3K 0.23% 97
2024
Q4 		$210K Hold
950
– – 0.18% 95
2024
Q3 		$210K Buy
+950
New +$210K 0.2% 95