FDW
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Fourth Dimension Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Fourth Dimension Wealth’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 		$110K Sell
509
-301
-37% -$65K 0.05% 165
2025
Q1 		$162K Sell
810
-89
-10% -$17.8K 0.08% 118
2024
Q4 		$199K Buy
+899
New +$199K 0.1% 107