Juncture Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$218K Sell
2025
Q1
$270K Buy
2024
Q4
$291K Buy
2022
Q2
Sell
2022
Q1
$252K Sell
2021
Q4
$872K Sell
2021
Q3
$860K Sell
2021
Q2
$909K Sell
2021
Q1
$8.12M Buy