Strata Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Strata Wealth Advisors’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 Q1	–	Sell
2024 Q4	$363K	Buy
2024 Q3	$274K	Buy
2024 Q2	$247K	Sell
2024 Q1	$330K	Buy
2023 Q4	$282K	Hold
2023 Q3	$248K	Buy
2023 Q1	$229K	Buy