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

Helios Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.74M	Hold
2025 Q2	$6.91M	Buy
2025 Q1	–	Sell
2024 Q4	$9.35M	Hold
2024 Q3	$9.34M	Hold
2024 Q2	$8.58M	Buy
2024 Q1	$7.36M	Hold
2023 Q4	$7.02M	Buy