Peterson Wealth Management’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
Q2
$237K Buy
2022
Q1
Sell
2021
Q4
$680K Buy
2021
Q3
$644K Buy
2021
Q2
$620K Buy