SWP Financial’s iShares Russell 2000 ETF IWM Stock Holding History

SWP Financial’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	–	Sell
2025 Q2	$208K	Buy
2025 Q1	–	Sell
2024 Q4	$213K	Hold
2024 Q3	$213K	Sell
2024 Q2	$203K	Sell
2024 Q1	$261K	Sell
2023 Q4	$381K	Buy