Empire Financial Management Company’s iShares Russell 2000 ETF IWM Stock Holding History

Empire Financial Management Company’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.05M	Sell
2024 Q4	$3.37M	Sell
2024 Q3	$3.43M	Buy
2024 Q2	$2.37M	Buy
2024 Q1	$627K	Buy
2023 Q4	$377K	Buy