O'Rourke & Company’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
Q4
$260K Buy
2024
Q4
Sell
2024
Q3
$201K Buy
2022
Q1
Sell
2021
Q4
$212K Buy