Aurelius Family Office’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	$1.14M	Sell	5,272 -50	-0.9%	-$10.8K	0.54%	27
2025 Q1	$1.06M	Sell	5,322 -307	-5%	-$61.2K	0.54%	28
2024 Q4	$1.24M	Buy	+5,629	New	+$1.24M	0.63%	25