Burling Wealth Partners’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	$6.56M	Sell	30,398 -497	-2%	-$107K	1.21%	21
2025 Q1	$6.16M	Buy	30,895 +361	+1%	+$72K	1.3%	19
2024 Q4	$6.75M	Buy	+30,534	New	+$6.75M	1.38%	15