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Kondo Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Kondo Wealth Advisors’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 		$480K Sell
2,201
-52
-2% -$11.3K 0.21% 39
2025
Q1 		$450K Sell
2,253
-169
-7% -$33.7K 0.22% 37
2024
Q4 		$535K Buy
+2,422
New +$535K 0.27% 36