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Roxbury Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Roxbury Financial’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 		$137K Buy
636
+143
+29% +$30.8K 0.13% 108
2025
Q1 		$106K Buy
493
+245
+99% +$52.6K 0.1% 119
2024
Q4 		$60.2K Buy
+248
New +$60.2K 0.06% 146