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

Straight Path Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$273K	Hold
2025 Q2	$244K	Hold
2025 Q1	$225K	Hold
2024 Q4	$250K	Hold
2024 Q3	$250K	Buy
2022 Q2	–	Sell
2022 Q1	$225K	Sell
2021 Q4	$247K	Buy