Landmark Wealth Management (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
+977
New +$211K 0.09% 85
2022
Q2
Sell
-1,996
Closed -$206K 112
2022
Q1
$206K Buy
+1,996
New +$206K 0.11% 75