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

Prosperity Wealth Management’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
Q1 		– Sell
-5,591
Closed -$1.24M – 229
2024
Q4 		$1.24M Buy
+5,591
New +$1.24M 0.51% 33