Xcel Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Xcel Wealth 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 Q2	$347K	Sell
2025 Q1	$323K	Sell
2024 Q4	$360K	Buy
2024 Q3	$349K	Sell
2024 Q2	$336K	Buy
2024 Q1	$338K	Buy