SIMA Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

SIMA Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.1K	Sell
2025 Q4	$18.2K	Hold
2025 Q3	$17.9K	Sell
2025 Q2	$17.5K	Sell
2025 Q1	$16.4K	Hold
2024 Q4	$18.1K	Sell
2024 Q3	$19.2K	Sell
2024 Q2	$39.4K	Buy