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

Mittelman 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 		$1.4M Buy
6,478
+1,713
+36% +$370K 1.18% 13
2025
Q1 		$951K Buy
4,765
+10
+0.2% +$2K 0.86% 14
2024
Q4 		$1.05M Buy
+4,755
New +$1.05M 0.98% 14