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

Lockerman Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,369
Closed -$331K – 104
2025
Q3 		$331K Hold
1,369
– – 0.42% 78
2025
Q2 		$295K Buy
+1,369
New +$275K 0.4% 88
2022
Q4 		– Sell
-15,129
Closed -$2.5M – 76
2022
Q3 		$2.5M Sell
15,129
-120
-0.8% -$21.9K 7.18% 2
2022
Q2 		$2.58M Buy
15,249
+7,448
+95% +$1.37M 8.25% 1
2022
Q1 		$1.6M Buy
+7,801
New +$1.59M 4.33% 5

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