Monte Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Monte Financial Group’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	$290K	Buy
2024 Q2	–	Sell
2024 Q1	$253K	Hold
2023 Q4	$241K	Buy
2023 Q3	$205K	Sell
2023 Q2	$272K	Sell
2023 Q1	$279K	Hold
2022 Q4	$273K	Buy
2022 Q3	$216K	Buy