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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Sell
226
-84
-27% -$17.8K 0.01% 346
2025
Q1
$61K Hold
310
0.01% 285
2024
Q4
$68K Buy
310
+33
+12% +$7.24K 0.02% 253
2024
Q3
$60K Buy
+277
New +$60K 0.02% 261