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Team Hewins’s iShares Russell 2000 ETF IWM Stock Holding History

Team Hewins’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-925
Closed -$204K – 41
2024
Q3 		$204K Sell
925
-197
-18% -$43.5K 0.08% 37
2024
Q2 		$228K Buy
+1,122
New +$228K 0.09% 29