Leo Wealth LLC’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
$719K Sell
2025
Q2
$647K Buy
2025
Q1
$587K Sell
2024
Q4
$655K Buy
2024
Q3
$513K Buy
2024
Q2
$470K Sell
2024
Q1
$502K Buy
2023
Q4
$477K Buy