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Wise Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Wise Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$513K Buy
2,378
+996
+72% +$215K 0.86% 33
2025
Q1 		$276K Buy
1,382
+3
+0.2% +$599 0.66% 39
2024
Q4 		$305K Buy
+1,379
New +$305K 0.75% 33