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

Shepherd Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,173
Closed -$433K – 51
2025
Q1 		$433K Sell
2,173
-123,509
-98% -$24.6M 0.45% 24
2024
Q4 		$27.8M Buy
+125,682
New +$27.8M 27.31% 1