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

Rainier 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 		$242K Hold
1,120
– – 0.24% 70
2025
Q1 		$223K Sell
1,120
-40
-3% -$7.98K 0.26% 74
2024
Q4 		$256K Buy
+1,160
New +$256K 0.31% 68