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Union Bancaire Privee’s iShares Russell 2000 ETF IWM Stock Holding History

Union Bancaire Privee’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
6,682
-2,600
-28% -$549K 0.02% 232
2025
Q1 		$1.84M Sell
9,282
-5,888
-39% -$1.17M 0.04% 189
2024
Q4 		$3.28M Buy
+15,170
New +$3.28M 0.06% 141