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MPWM Advisory Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

MPWM Advisory Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.12M Buy
14,452
+550
+4% +$119K 1.97% 11
2025
Q1 		$2.77M Sell
13,902
-2,959
-18% -$590K 2.01% 11
2024
Q4 		$3.73M Buy
+16,861
New +$3.73M 2.72% 7