Leslie Global Wealth’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
$3.06M Buy
14,160
+2,364
+20% +$510K 1.63% 14
2025
Q1
$2.35M Buy
11,796
+867
+8% +$173K 1.15% 20
2024
Q4
$2.41M Sell
10,929
-13,395
-55% -$2.96M 1.12% 19
2024
Q3
$5.37M Buy
24,324
+4,108
+20% +$907K 2.61% 14
2024
Q2
$4.1M Buy
+20,216
New +$4.1M 2.4% 17