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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Sell
4,078
-4,095
-50% -$884K 0.76% 20
2025
Q1
$1.63M Buy
8,173
+46
+0.6% +$9.18K 1.58% 12
2024
Q4
$1.8M Buy
+8,127
New +$1.8M 1.7% 13