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Taylor & Morgan Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Taylor & Morgan Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$208K Buy
+964
New +$208K 0.14% 68
2025
Q1 		– Sell
-962
Closed -$213K – 69
2024
Q4 		$213K Buy
962
+1
+0.1% +$221 0.15% 65
2024
Q3 		$212K Buy
+961
New +$212K 0.14% 68