McCarthy & Cox’s iShares Russell 2000 ETF IWM Stock Holding History

McCarthy & Cox’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$549K	Sell
2025 Q2	$516K	Sell
2025 Q1	$523K	Buy
2024 Q4	$550K	Sell
2024 Q3	$599K	Buy
2024 Q2	$504K	Buy
2024 Q1	$523K	Buy