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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$343K Buy
2025
Q2
$306K Buy
2025
Q1
$282K Hold
2024
Q4
$312K Hold
2024
Q3
$312K Hold
2024
Q2
$287K Hold
2024
Q1
$297K Hold
2023
Q4
$284K Buy