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J.L. Bainbridge & Co’s iShares Russell 2000 ETF IWM Stock Holding History

J.L. Bainbridge & Co’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 		$219K Hold
1,017
– – 0.02% 92
2025
Q1 		$203K Sell
1,017
-75
-7% -$15K 0.02% 92
2024
Q4 		$241K Buy
1,092
+125
+13% +$27.6K 0.02% 83
2024
Q3 		$214K Buy
+967
New +$214K 0.02% 94