The Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

The Wealth Group’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	$257K	Hold
2025 Q2	$230K	Hold
2025 Q1	$212K	Hold
2024 Q4	$235K	Hold
2024 Q3	$235K	Hold
2024 Q2	$216K	Hold
2024 Q1	$217K	Buy
2023 Q4	$203K	Buy