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

Jupiter Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,500
Closed -$994K – 94
2024
Q3 		$994K Sell
4,500
-9,250
-67% -$2.04M 0.51% 46
2024
Q2 		$3.08M Buy
+13,750
New +$3.08M 1.63% 19