Compass Capital Corp’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
$697K Buy
3,164
+1,742
+123% +$384K 0.33% 78
2025
Q1
$258K Sell
1,422
-1,112
-44% -$202K 0.14% 151
2024
Q4
$389K Buy
+2,534
New +$389K 0.15% 131