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

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

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Bought

Maintained

Sold

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