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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
+1,213
New +$262K 0.22% 60
2025
Q1
Sell
-897
Closed -$202K 67
2024
Q4
$202K Buy
+897
New +$202K 0.22% 59