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J. Safra Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

J. Safra Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-904
Closed -$180K – 339
2025
Q1 		$180K Sell
904
-2,525
-74% -$504K 0.02% 130
2024
Q4 		$757K Buy
+3,429
New +$757K 0.06% 47