WIA
IWM icon

Wetzel Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wetzel Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-476
Closed -$100K – 501
2024
Q2 		$100K Hold
476
– – 0.06% 174
2024
Q1 		$91.8K Hold
476
– – 0.05% 189
2023
Q4 		$96K Buy
+476
New +$96K 0.06% 180