BankPlus Trust Department’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	$1.41M	Sell	6,511 -1,477	-18%	-$319K	0.42%	60
2025 Q1	$1.59M	Buy	7,988 +272	+4%	+$54.3K	0.53%	45
2024 Q4	$1.7M	Buy	+7,716	New	+$1.7M	0.56%	39