Mason & Associates (Virginia)’s iShares Russell 2000 ETF IWM Stock Holding History

Mason & Associates (Virginia)’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 Q3	$207K	Hold
2025 Q2	$207K	Sell
2025 Q1	$340K	Sell
2024 Q4	$395K	Sell
2024 Q3	$454K	Sell
2024 Q2	$429K	Sell
2024 Q1	$2.28M	Buy