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

SK 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 		$298K Sell
1,332
-1,065
-44% -$238K 0.13% 62
2025
Q1 		$438K Sell
2,397
-683
-22% -$125K 0.24% 46
2024
Q4 		$680K Hold
3,080
– – 0.35% 39
2024
Q3 		$685K Buy
+3,080
New +$685K 0.35% 37