Levy Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Levy Wealth Management Group’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$204K	Sell
2024 Q1	$280K	Hold
2023 Q4	$280K	Buy
2023 Q3	$246K	Hold
2023 Q2	$261K	Buy
2023 Q1	$248K	Buy
2022 Q4	$242K	Buy
2022 Q3	$229K	Buy
2022 Q1	–	Sell
2021 Q4	$219K	Buy