Unique Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Unique Wealth’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.42M	Buy
2025 Q1	$5.31M	Buy
2024 Q4	$4.89M	Buy
2024 Q3	$3.82M	Buy
2024 Q2	$2.63M	Buy
2024 Q1	$2.42M	Buy
2023 Q4	$2.2M	Buy
2023 Q3	$688K	Buy