Shared Vision Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Shared Vision Wealth Group’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 Q2	$640K	Sell
2025 Q1	$635K	Hold
2024 Q4	$704K	Hold
2024 Q3	$704K	Hold
2024 Q2	$646K	Buy
2024 Q1	$615K	Hold
2023 Q4	$587K	Buy