W Advisors LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,335
Closed -$295K 122
2024
Q4
$295K Buy
1,335
+112
+9% +$24.7K 0.18% 97
2024
Q3
$270K Buy
+1,223
New +$270K 0.17% 99