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WealthTrust Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

WealthTrust Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,425
Closed -$1.64M – 94
2024
Q4 		$1.64M Sell
7,425
-3,917
-35% -$866K 1.18% 21
2024
Q3 		$2.51M Buy
11,342
+6,231
+122% +$1.38M 1.87% 14
2024
Q2 		$1.04M Buy
+5,111
New +$1.04M 0.76% 31