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QTR Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

QTR Family Wealth’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 		$468K Sell
2,169
-95
-4% -$20.5K 0.29% 79
2025
Q1 		$452K Buy
+2,264
New +$452K 0.34% 78