FSM Wealth Advisors’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
Q3
$793K Buy
2025
Q2
$718K Buy
2025
Q1
$559K Buy
2024
Q4
$583K Buy
2024
Q3
$530K Buy
2024
Q2
$486K Buy
2024
Q1
$503K Buy
2023
Q4
$280K Buy