Compass Planning Associates’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	$199K	Buy	922 +3	+0.3%	+$647	0.18%	36
2025 Q1	$183K	Buy	919 +2	+0.2%	+$399	0.19%	36
2024 Q4	$203K	Buy	+917	New	+$203K	0.21%	36