Empirical Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Empirical Asset Management’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 Q3	$2.16M	Buy
2025 Q2	$1.9M	Buy
2025 Q1	$1.55M	Sell
2024 Q4	$1.88M	Buy
2024 Q3	$1.79M	Buy
2024 Q2	$1M	Sell
2024 Q1	$263K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy