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

Mindset Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$260K Hold
1,207
– – 0.09% 127
2025
Q1 		$241K Hold
1,207
– – 0.09% 118
2024
Q4 		$267K Buy
+1,207
New +$267K 0.1% 104