Midland Wealth Advisors’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
Q3
$555K Sell
2025
Q2
$627K Sell
2025
Q1
$1.02M Sell
2024
Q4
$1.26M Sell
2024
Q3
$1.7M Sell
2024
Q2
$2.5M Sell
2024
Q1
$2.73M Sell
2023
Q4
$3.64M Buy