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Richards, Merrill & Peterson’s iShares Russell 2000 ETF IWM Stock Holding History

Richards, Merrill & Peterson’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$389K Hold
1,801
– – 0.18% 119
2025
Q1 		$359K Buy
1,801
+345
+24% +$68.8K 0.19% 112
2024
Q4 		$322K Buy
+1,456
New +$322K 0.17% 117