Waterloo Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Waterloo Capital’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$769K	Buy
2025 Q3	$266K	Sell
2025 Q2	$382K	Buy
2024 Q4	–	Sell
2024 Q3	$277K	Buy
2024 Q2	–	Sell
2024 Q1	$442K	Sell
2023 Q4	$715K	Buy
2023 Q3	$412K	Sell
2023 Q2	$656K	Buy