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

Guided Capital Wealth Management’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 		$7M Sell
32,423
-278
-0.9% -$60K 5.39% 6
2025
Q1 		$6.52M Buy
32,701
+9,137
+39% +$1.82M 5.45% 8
2024
Q4 		$5.21M Buy
+23,564
New +$5.21M 4.77% 9