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JT Stratford LLC’s iShares Russell 2000 ETF IWM Stock Holding History

JT Stratford LLC’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
Q1 		– Sell
-1,044
Closed -$231K – 307
2024
Q4 		$231K Sell
1,044
-61
-6% -$13.5K 0.04% 275
2024
Q3 		$244K Buy
+1,105
New +$244K 0.04% 252