Lugano Financial Advisors SA (LFA)’s iShares Russell 2000 ETF IWM Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	$198K	Buy
2025 Q1	$24.5K	Sell
2024 Q4	$54.1K	Buy
2019 Q1	–	Sell
2018 Q4	$1.9M	Hold
2018 Q3	$1.9M	Buy
2018 Q2	$1.77M	Buy