Wood Tarver Financial Group’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
$149K Sell
694
-143
-17% -$30.7K 0.04% 161
2025
Q1
$167K Sell
837
-702
-46% -$140K 0.05% 146
2024
Q4
$340K Buy
+1,539
New +$340K 0.11% 99