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Enclave Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Enclave Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
6,589
-122
-2% -$26.3K 0.23% 52
2025
Q1 		$1.34M Hold
6,711
– – 0.23% 53
2024
Q4 		$1.48M Sell
6,711
-112
-2% -$24.7K 0.24% 51
2024
Q3 		$1.51M Buy
+6,823
New +$1.51M 0.26% 47