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Pines Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Pines Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.66M Buy
11,904
+125
+1% +$27.9K 0.94% 22
2025
Q1 		$2.06M Sell
11,779
-1,128
-9% -$197K 0.95% 23
2024
Q4 		$2.8M Buy
+12,907
New +$2.8M 1.22% 19