Physician Wealth Advisors’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
$133K Buy
618
+2
+0.3% +$432 0.02% 234
2025
Q1
$123K Buy
616
+1
+0.2% +$200 0.02% 233
2024
Q4
$136K Buy
+615
New +$136K 0.02% 222