1858 Wealth Management’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	–	Sell	-5,550	Closed	-$1.11M	–	126
2025 Q1	$1.11M	Buy	5,550 +119	+2%	+$23.7K	0.94%	30
2024 Q4	$1.2M	Buy	5,431 +1,320	+32%	+$292K	0.95%	28
2024 Q3	$908K	Buy	+4,111	New	+$908K	0.75%	37