CGN Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CGN Advisors’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$625K	Sell
2025 Q2	$572K	Sell
2025 Q1	$540K	Sell
2024 Q4	$700K	Sell
2024 Q3	$718K	Buy
2024 Q2	$612K	Hold
2024 Q1	$634K	Buy
2023 Q4	$434K	Buy
2023 Q3	$223K	Buy
2022 Q4	–	Sell
2022 Q3	$498K	Buy