Caliber Wealth Management (Kansas)’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	$1.86M	Sell	8,597 -2,954	-26%	-$637K	0.2%	98
2025 Q1	$2.3M	Buy	+11,551	New	+$2.3M	0.31%	82