PMWMG
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Parr McKnight Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.45M Buy
15,989
+764
+5% +$165K 0.47% 69
2025
Q1
$3.04M Sell
15,225
-1,004
-6% -$200K 0.44% 72
2024
Q4
$3.59M Buy
+16,229
New +$3.59M 0.51% 57