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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.2M Buy
2025
Q1
$10.2M Buy
2024
Q4
$11.3M Sell
2024
Q3
$11.5M Sell
2024
Q2
$10.6M Buy
2024
Q1
$10.9M Sell
2023
Q4
$10.9M Buy