AssuredPartners Investment Advisors’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	-1,489	Closed	-$297K	–	293
2025 Q1	$297K	Sell	1,489 -102	-6%	-$20.4K	0.06%	271
2024 Q4	$352K	Buy	+1,591	New	+$352K	0.07%	256