Dynamic Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Sell
2025
Q2
$151K Buy
2025
Q1
$138K Buy
2024
Q4
Sell
2024
Q3
$144K Sell
2024
Q2
$138K Sell
2024
Q1
$144K Hold
2023
Q4
$137K Buy