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Spurstone Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Spurstone Advisory Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Hold
1,132
– – 3.7% 9
2025
Q1 		$226K Buy
1,132
+3
+0.3% +$598 4.39% 8
2024
Q4 		$249K Buy
+1,129
New +$249K 4.75% 6