Acima Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$898K	Sell	2,988 -93	-3%	-$26.1K	0.26%	52
2026 Q1	$764K	Hold	3,081	–	–	0.24%	61
2025 Q4	$758K	Hold	3,081	–	–	0.24%	60
2025 Q3	$745K	Hold	3,081	–	–	0.23%	59
2025 Q2	$665K	Hold	3,081	–	–	0.23%	63
2025 Q1	$615K	Hold	3,081	–	–	0.22%	63
2024 Q4	$681K	Hold	3,081	–	–	0.23%	66
2024 Q3	$681K	Hold	3,081	–	–	0.23%	63
2024 Q2	$625K	Hold	3,081	–	–	0.23%	64
2024 Q1	$648K	Sell	3,081 -3,985	-56%	-$795K	0.24%	69
2023 Q4	$1.42M	Hold	7,066	–	–	0.55%	40
2023 Q3	$1.25M	Buy	7,066 +3,665	+108%	+$688K	0.56%	43
2023 Q2	$637K	Sell	3,401 -220	-6%	-$39.2K	0.3%	66
2023 Q1	$646K	Hold	3,621	–	–	0.32%	65
2022 Q4	$631K	Hold	3,621	–	–	0.32%	66
2022 Q3	$597K	Hold	3,621	–	–	0.31%	63
2022 Q2	$613K	Sell	3,621 -1,108	-23%	-$204K	0.31%	65
2022 Q1	$971K	Buy	4,729 +1,103	+30%	+$225K	0.45%	56
2021 Q4	$807K	Hold	3,626	–	–	0.35%	67
2021 Q3	$793K	Sell	3,626 -361	-9%	-$80K	0.36%	64
2021 Q2	$914K	Hold	3,987	–	–	0.42%	62
2021 Q1	$881K	Hold	3,987	–	–	0.43%	61
2020 Q4	$782K	Hold	3,987	–	–	0.41%	66
2020 Q3	$597K	Hold	3,987	–	–	0.36%	70
2020 Q2	$571K	Sell	3,987 -159	-4%	-$20.9K	0.37%	70
2020 Q1	$475K	Hold	4,146	–	–	0.37%	68
2019 Q4	$687K	Sell	4,146 -100	-2%	-$15.8K	0.47%	50
2019 Q3	$642K	Hold	4,246	–	–	0.49%	50
2019 Q2	$660K	Hold	4,246	–	–	0.52%	47
2019 Q1	$650K	Sell	4,246 -3,287	-44%	-$494K	0.56%	45
2018 Q4	$1.01M	Buy	+7,533	New	+$1.12M	0.99%	19

Other funds holding IWM