Jamison Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Jamison Private Wealth Management’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	$236K	Hold
2025 Q2	$210K	Buy
2025 Q1	–	Sell
2024 Q4	$215K	Hold
2024 Q3	$215K	Hold
2024 Q2	$197K	Sell
2024 Q1	$209K	Buy
2023 Q4	$10.6K	Hold
2023 Q3	$9.37K	Buy