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Prevail Innovative Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,572
Closed -$4.17M – 187
2024
Q2 		$4.17M Buy
20,572
+4,091
+25% +$830K 1.48% 14
2024
Q1 		$3.47M Buy
16,481
+11,855
+256% +$2.49M 1.29% 16
2023
Q4 		$928K Buy
+4,626
New +$928K 0.44% 70