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Topsail Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Topsail 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 		$1.78M Buy
8,256
+500
+6% +$108K 0.33% 34
2025
Q1 		$1.55M Buy
7,756
+3,981
+105% +$794K 0.31% 32
2024
Q4 		$834K Buy
+3,775
New +$834K 0.18% 46