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CWC Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CWC Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.25M Buy
5,795
+78
+1% +$16.8K 0.65% 39
2025
Q1 		$1.14M Buy
5,717
+814
+17% +$162K 0.65% 43
2024
Q4 		$1.08M Sell
4,903
-68
-1% -$15K 1.08% 28
2024
Q3 		$1.1M Buy
+4,971
New +$1.1M 1.08% 27