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Richmond Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

Richmond Investment Services’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 		$1.25M Buy
5,814
+3,197
+122% +$690K 0.27% 60
2025
Q1 		$522K Sell
2,617
-774
-23% -$154K 0.28% 58
2024
Q4 		$749K Buy
+3,391
New +$749K 0.42% 42