Garrett Wealth Advisory Group’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
$237K Buy
2025
Q2
$203K Buy
2025
Q1
Sell
2024
Q4
$210K Sell
2024
Q3
$248K Buy
2024
Q2
$202K Buy
2019
Q4
Sell
2019
Q3
$147K Buy