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Curio Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Curio Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.5K Buy
72
+71
+7,100% +$15.3K 0.01% 179
2025
Q1 		$15.9K Sell
1
-71
-99% -$1.13M 0.01% 195
2024
Q4 		$15.9K Buy
+72
New +$15.9K 0.01% 186