HIW
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Holos Integrated Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Holos Integrated Wealth’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 		$12.3K Hold
56
– – 0.01% 183
2025
Q1 		$11.2K Hold
56
– – 0.01% 191
2024
Q4 		$12.4K Buy
+56
New +$12.4K 0.01% 183