Congress Wealth Management’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	$7.65M	Buy	35,455 +4,559	+15%	+$917K	0.07%	301
2025 Q1	$6.27M	Buy	30,896 +22,352	+262%	+$4.85M	0.08%	289
2024 Q4	$1.89M	Buy	8,544 +528	+7%	+$120K	0.03%	419
2024 Q3	$1.77M	Buy	8,016 +5,608	+233%	+$1.2M	0.02%	443
2024 Q2	$489K	Buy	2,408 +419	+21%	+$84.7K	0.01%	537
2024 Q1	$418K	Sell	1,989 -537	-21%	-$107K	0.01%	465
2023 Q4	$507K	Buy	2,526 +523	+26%	+$93.7K	0.01%	461
2023 Q3	$354K	Buy	2,003 +186	+10%	+$34.9K	0.01%	500
2023 Q2	$340K	Sell	1,817 -110	-6%	-$19.6K	0.01%	466
2023 Q1	$344K	Sell	1,927 -5,981	-76%	-$1.1M	0.01%	468
2022 Q4	$1.38M	Buy	7,908 +5,959	+306%	+$1.06M	0.04%	305
2022 Q3	$322K	Buy	1,949 +134	+7%	+$24.4K	0.01%	462
2022 Q2	$307K	Sell	1,815 -197	-10%	-$36.3K	0.01%	473
2022 Q1	$413K	Sell	2,012 -490	-20%	-$100K	0.01%	467
2021 Q4	$557K	Buy	+2,502	New	+$565K	0.01%	451