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Journey Beyond Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Journey Beyond Wealth’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 		$546K Hold
2,528
– – 0.46% 20
2025
Q1 		$504K Sell
2,528
-66
-3% -$13.2K 0.47% 20
2024
Q4 		$573K Buy
+2,594
New +$573K 0.54% 20