MB Generational Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$545K Sell
2024
Q4
$610K Hold
2024
Q3
$610K Sell
2024
Q2
$561K Hold
2024
Q1
$581K Hold
2023
Q4
$555K Buy