Penney Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Penney Financial’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$533K	Hold
2025 Q2	$475K	Hold
2025 Q1	$439K	Hold
2024 Q4	$487K	Hold
2024 Q3	$487K	Sell
2024 Q2	$452K	Hold
2024 Q1	$469K	Hold
2023 Q4	$447K	Buy