Elyxium Wealth’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
$644K Sell
2,985
-410
-12% -$88.5K 0.24% 78
2025
Q1
$677K Sell
3,395
-161
-5% -$32.1K 0.3% 71
2024
Q4
$786K Buy
3,556
+502
+16% +$111K 0.48% 35
2024
Q3
$675K Buy
+3,054
New +$675K 0.37% 57