Worth Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Worth Asset Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$415K	Buy
2025 Q2	$255K	Buy
2025 Q1	–	Sell
2024 Q4	$818K	Buy
2024 Q3	–	Sell
2024 Q2	$735K	Buy