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Rockport Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Rockport 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
2024
Q3 		– Sell
-3,819
Closed -$775K – 75
2024
Q2 		$775K Buy
3,819
+208
+6% +$42.2K 0.33% 32
2024
Q1 		$755K Buy
+3,611
New +$755K 0.5% 25