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Cassia Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Cassia Capital Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Hold
1,035
– – 0.13% 56
2025
Q1 		$206K Hold
1,035
– – 0.13% 56
2024
Q4 		$229K Buy
+1,035
New +$229K 0.15% 60