Cladis Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$213K Hold
2024
Q4
$236K Hold
2024
Q3
$236K Hold
2024
Q2
$216K Hold
2024
Q1
$224K Hold
2023
Q4
$214K Buy