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Flagship Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Flagship Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$269K Sell
1,247
-318
-20% -$68.6K 0.1% 97
2025
Q1 		$312K Hold
1,565
– – 0.13% 85
2024
Q4 		$346K Buy
+1,565
New +$346K 0.2% 65