CIC Wealth’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
2024 Q3	–	Sell	-10,728	Closed	-$2.18M	–	178
2024 Q2	$2.18M	Buy	10,728 +2,752	+35%	+$558K	0.6%	41
2024 Q1	$1.68M	Buy	+7,976	New	+$1.68M	0.49%	48