Wealth Management Partners’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
Q2
$218K Buy
+993
New +$218K 0.08% 127
2025
Q1
Sell
-993
Closed -$219K 119
2024
Q4
$219K Buy
+993
New +$219K 0.09% 110