ForthRight Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$226K Buy
2024
Q4
$250K Buy
2024
Q3
$249K Sell
2024
Q2
$268K Sell
2024
Q1
$323K Sell
2023
Q4
$324K Buy
2021
Q1
Sell
2020
Q4
$37K Buy