Strategic Financial Concepts’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Financial Concepts’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	$588K	Sell
2025 Q2	$538K	Sell
2025 Q1	$639K	Sell
2024 Q4	$783K	Buy
2024 Q3	$740K	Sell
2024 Q2	$43.9K	Buy
2024 Q1	$682K	Buy
2023 Q4	–	Sell
2023 Q3	$434K	Buy
2023 Q2	$356K	Buy