Retirement Planning Company of New England’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Planning Company of New England’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$243K	Sell
2025 Q2	$275K	Buy
2025 Q1	$253K	Sell
2024 Q4	$330K	Sell
2024 Q3	$333K	Sell
2024 Q2	$307K	Sell
2024 Q1	$346K	Buy
2023 Q4	$326K	Buy
2022 Q1	–	Sell
2021 Q4	$191K	Buy