TruNorth Capital 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
$276K Hold
2025
Q2
$246K Hold
2025
Q1
$228K Buy
2024
Q4
$30.9K Hold
2024
Q3
$30.9K Hold
2024
Q2
$28.4K Hold
2024
Q1
$29.4K Buy