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Private Wealth Advisors (California)’s iShares Russell 2000 ETF IWM Stock Holding History

Private Wealth Advisors (California)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.26M Sell
10,462
-6,376
-38% -$1.38M 0.83% 40
2025
Q1 		$3.36M Sell
16,838
-4,021
-19% -$802K 1.21% 29
2024
Q4 		$4.61M Buy
+20,859
New +$4.61M 1.81% 18