Addison Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Addison Advisors’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	$102K	Buy
2025 Q2	–	Sell
2025 Q1	$8.98K	Buy
2023 Q2	–	Sell
2023 Q1	$5.35K	Buy
2022 Q4	$4.36K	Buy