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

Marks Group Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,282
Closed -$270K – 294
2024
Q1 		$270K Buy
1,282
+3
+0.2% +$631 0.03% 271
2023
Q4 		$257K Buy
+1,279
New +$257K 0.03% 271