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InvesTrust’s iShares Russell 2000 ETF IWM Stock Holding History

InvesTrust’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 		$332K Hold
1,538
– – 0.13% 87
2025
Q1 		$307K Sell
1,538
-50
-3% -$9.98K 0.08% 88
2024
Q4 		$350K Buy
+1,588
New +$350K 0.1% 86