WAM
Worth Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
+1,180
| New | +$255K | 0.13% | 120 |
|
|
2025
Q1 | – | Sell |
-3,700
| Closed | -$818K | – | 155 |
|
|
2024
Q4 | $818K | Buy |
+3,700
| New | +$818K | 0.44% | 51 |
|
|
2024
Q3 | – | Sell |
-3,623
| Closed | -$735K | – | 148 |
|
|
2024
Q2 | $735K | Buy |
+3,623
| New | +$735K | 0.44% | 47 |
|