Ethos Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Ethos Financial Group’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	$1.89M	Buy
2025 Q2	$1.66M	Sell
2025 Q1	$2.06M	Sell
2024 Q4	$4.89M	Buy
2024 Q3	$1.56M	Buy
2024 Q2	$1.37M	Buy
2023 Q4	–	Sell
2023 Q3	$210K	Buy