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OFC Financial Planning’s iShares Russell 2000 ETF IWM Stock Holding History

OFC Financial Planning’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$810K Hold
3,755
– – 0.86% 32
2025
Q1 		$749K Sell
3,755
-84
-2% -$16.8K 0.85% 30
2024
Q4 		$848K Buy
+3,839
New +$848K 0.89% 29