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New Wave Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

New Wave Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,837
Closed -$1.51M – 398
2024
Q4 		$1.51M Sell
6,837
-2,179
-24% -$481K 0.62% 37
2024
Q3 		$1.99M Buy
9,016
+4,267
+90% +$943K 0.92% 31
2024
Q2 		$964K Buy
+4,749
New +$964K 0.52% 44