OWM
IWM icon

Opes Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Opes Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-926
Closed -$205K – 141
2024
Q3 		$205K Buy
+926
New +$205K 0.04% 136
2024
Q2 		– Sell
-998
Closed -$210K – 135
2024
Q1 		$210K Buy
+998
New +$210K 0.05% 128