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

Navigoe 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 		$32K Hold
150
– – 0.02% 79
2025
Q1 		$29K Hold
150
– – 0.03% 81
2024
Q4 		$33K Buy
+150
New +$33K 0.03% 75