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Lakeshore Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Lakeshore Capital Group’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$786K Sell
3,644
-1,261
-26% -$272K 0.7% 44
2025
Q1 		$979K Sell
4,905
-15,202
-76% -$3.03M 0.94% 34
2024
Q4 		$4.44M Buy
+20,107
New +$4.44M 6.72% 2