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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Sell
2025 Q2	$219K	Hold
2025 Q1	$203K	Sell
2024 Q4	$241K	Buy
2024 Q3	$214K	Buy