Lockerman Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Lockerman Financial 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
2025 Q3	$331K	Hold
2025 Q2	$295K	Buy
2022 Q4	–	Sell
2022 Q3	$2.5M	Sell
2022 Q2	$2.58M	Buy
2022 Q1	$1.6M	Buy