Prospect Financial Services’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
Q1
Sell
-918
Closed -$203K 115
2024
Q4
$203K Buy
+918
New +$203K 0.11% 109
2024
Q1
Sell
-1,000
Closed -$201K 76
2023
Q4
$201K Buy
+1,000
New +$201K 0.2% 67