HA
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Helium Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Helium Advisors’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 		$260K Sell
1,203
-25
-2% -$5.4K 0.16% 86
2025
Q1 		$245K Buy
1,228
+3
+0.2% +$598 0.18% 83
2024
Q4 		$271K Buy
+1,225
New +$271K 0.21% 73