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

Tandem Financial’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 		$2.69M Buy
12,472
+7,738
+163% +$1.67M 2.51% 15
2025
Q1 		$944K Buy
4,734
+95
+2% +$19K 1.02% 24
2024
Q4 		$1.03M Buy
+4,639
New +$1.03M 1.09% 21