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

Unified Investment 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 		$219K Hold
1,014
– – 0.23% 115
2025
Q1 		$202K Sell
1,014
-14
-1% -$2.79K 0.24% 111
2024
Q4 		$227K Buy
+1,028
New +$227K 0.26% 100