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

David Wealth Management’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 		$402K Buy
1,864
+129
+7% +$27.8K 0.3% 32
2025
Q1 		$346K Hold
1,735
– – 0.29% 32
2024
Q4 		$383K Buy
+1,735
New +$383K 0.32% 29