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Total Wealth Planning & Management’s iShares Russell 2000 ETF IWM Stock Holding History

Total Wealth Planning & Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$390K Hold
1,808
– – 0.32% 111
2025
Q1 		$361K Buy
1,808
+125
+7% +$24.9K 0.34% 97
2024
Q4 		$372K Buy
+1,683
New +$372K 0.34% 92