Northeast Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Northeast Financial Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.7M	Buy
2025 Q2	$2.26M	Buy
2025 Q1	$1.21M	Buy
2024 Q4	$341K	Buy
2024 Q3	$241K	Buy