WealthBridge Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

WealthBridge Investment Counsel’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 Q3	$340K	Buy
2025 Q2	$297K	Hold
2025 Q1	$275K	Buy
2024 Q4	$238K	Buy
2024 Q3	$231K	Hold
2024 Q2	$212K	Buy
2024 Q1	$215K	Buy
2020 Q1	–	Sell
2019 Q4	$580K	Buy