Ritholtz Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ritholtz Wealth Management’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	$667K	Buy
2025 Q2	$550K	Sell
2025 Q1	$549K	Buy
2024 Q4	$503K	Buy
2024 Q3	$467K	Sell
2024 Q2	$479K	Buy
2024 Q1	$316K	Buy
2021 Q2	–	Sell
2021 Q1	$205K	Buy
2016 Q4	$406K	Buy