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

Inman Jager Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.8M Sell
17,596
-199
-1% -$42.9K 2.57% 8
2025
Q1 		$3.55M Sell
17,795
-465
-3% -$92.8K 2.66% 7
2024
Q4 		$4.03M Buy
+18,260
New +$4.03M 3.14% 6