Total Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Sell
4,101
-260
-6% -$56.1K 0.13% 27
2025
Q1
$870K Buy
4,361
+173
+4% +$34.5K 0.11% 30
2024
Q4
$925K Buy
+4,188
New +$925K 0.13% 32