TPW
IWM icon

Talon Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Talon Private Wealth’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 		$435K Sell
2,015
-402
-17% -$86.7K 0.06% 122
2025
Q1 		$482K Sell
2,417
-29
-1% -$5.79K 0.06% 118
2024
Q4 		$540K Buy
2,446
+699
+40% +$154K 0.11% 76
2024
Q3 		$386K Buy
+1,747
New +$386K 0.08% 61