WealthGarden F.S.’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
$593K Buy
2,701
+84
+3% +$18.4K 0.49% 66
2025
Q1
$522K Sell
2,617
-700
-21% -$140K 0.5% 68
2024
Q4
$733K Buy
3,317
+665
+25% +$147K 0.69% 49
2024
Q3
$586K Buy
2,652
+811
+44% +$179K 0.57% 56
2024
Q2
$374K Buy
+1,841
New +$374K 0.39% 78