North Point Portfolio Managers’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$266K Buy
2024
Q3
$264K Buy
2015
Q3
Sell
2015
Q2
$225K Buy