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Uptown Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Uptown Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$829K Buy
3,842
+10
+0.3% +$2.16K 0.71% 26
2025
Q1 		$764K Hold
3,832
– – 0.78% 25
2024
Q4 		$847K Buy
+3,832
New +$847K 0.91% 22