Financial & Tax Architects’s iShares Russell 2000 ETF IWM Stock Holding History

Financial & Tax Architects’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$1.35M	Buy
2025 Q1	–	Sell
2024 Q4	$600K	Buy
2022 Q2	–	Sell
2022 Q1	$209K	Hold
2021 Q4	$227K	Hold
2021 Q3	$223K	Buy