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

Park Square Financial Group’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 		$201K Buy
930
+40
+4% +$8.63K 0.15% 105
2025
Q1 		$178K Sell
890
-521
-37% -$104K 0.14% 101
2024
Q4 		$312K Buy
+1,411
New +$312K 0.22% 61