Cary Street 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	$7.67M	Buy	35,523 +9,069	+34%	+$1.96M	0.22%	112
2025 Q1	$5.28M	Buy	26,454 +3,826	+17%	+$763K	0.17%	142
2024 Q4	$5M	Buy	+22,628	New	+$5M	0.16%	138