Nelson Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Nelson Capital Management’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	$201K	Buy
2025 Q1	–	Sell
2024 Q4	$200K	Hold
2024 Q3	$200K	Buy
2024 Q2	–	Sell
2024 Q1	$207K	Buy