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Morse Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Morse Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$596K Sell
2,764
-125
-4% -$27K 0.13% 114
2025
Q1 		$576K Buy
2,889
+121
+4% +$24.1K 0.15% 105
2024
Q4 		$612K Buy
2,768
+677
+32% +$150K 0.14% 105
2024
Q3 		$462K Buy
+2,091
New +$462K 0.1% 133