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Diversified Enterprises’s iShares Russell 2000 ETF IWM Stock Holding History

Diversified Enterprises’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 		$2.64M Sell
12,248
-2,094
-15% -$452K 0.2% 51
2025
Q1 		$2.86M Buy
14,342
+224
+2% +$44.7K 0.24% 44
2024
Q4 		$3.12M Sell
14,118
-292,399
-95% -$64.6M 0.3% 29
2024
Q3 		$67.7M Buy
+306,517
New +$67.7M 7.43% 3