Westfuller Advisors’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
$645K Buy
2,991
+8
+0.3% +$1.73K 0.37% 61
2025
Q1
$595K Buy
2,983
+32
+1% +$6.38K 0.4% 54
2024
Q4
$652K Sell
2,951
-145
-5% -$32K 0.41% 52
2024
Q3
$684K Buy
+3,096
New +$684K 0.49% 48
2024
Q1
$647K Buy
+3,077
New +$647K 0.78% 40