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Minot DeBlois Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Minot DeBlois Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$51.4K Buy
238
+57
+31% +$12.3K 0.05% 104
2025
Q1 		$36.1K Sell
181
-1,500
-89% -$299K 0.04% 118
2024
Q4 		$371K Buy
+1,681
New +$371K 0.34% 73