Gilliland Jeter 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
$649K Sell
2025
Q1
$621K Buy
2024
Q4
$666K Hold
2024
Q3
$666K Buy
2024
Q2
$609K Hold
2024
Q1
$631K Hold
2023
Q4
$602K Buy