Crown Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Crown Wealth Group’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$286K	Sell
2025 Q3	$540K	Buy
2025 Q1	–	Sell
2024 Q4	$206K	Buy
2024 Q2	–	Sell
2024 Q1	$204K	Buy
2023 Q1	–	Sell
2022 Q4	$215K	Buy