BankPlus Wealth Management’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	$3.11M	Buy	14,404 +5,026	+54%	+$1.08M	2.06%	10
2025 Q1	$1.87M	Sell	9,378 -2,416	-20%	-$482K	1.37%	10
2024 Q4	$2.61M	Buy	+11,794	New	+$2.61M	1.94%	10