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Westover Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Westover Capital Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$352K Hold
1,629
– – 0.07% 174
2025
Q1 		$325K Hold
1,629
– – 0.07% 182
2024
Q4 		$360K Hold
1,629
– – 0.08% 173
2024
Q3 		$360K Buy
+1,629
New +$360K 0.07% 182