Finivi Inc.’s iShares Russell 2000 ETF IWM Stock Holding History

Finivi Inc.’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$280K	Sell
2025 Q2	$251K	Sell
2025 Q1	$2.66M	Buy
2024 Q4	$2.77M	Buy
2024 Q3	$2.62M	Buy
2024 Q2	$684K	Buy
2024 Q1	$673K	Buy
2023 Q4	$621K	Buy
2021 Q4	$610K	Buy