Colony Family Offices’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	$22.4K	Hold	104	–	–	0.01%	63
2025 Q1	$20.7K	Sell	104 -15	-13%	-$2.99K	0.01%	64
2024 Q4	$26.3K	Buy	119 +15	+14%	+$3.31K	0.01%	65
2024 Q3	$23K	Buy	+104	New	+$23K	0.01%	57