Consilio Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Consilio Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy
2022 Q3	–	Sell
2022 Q2	$4.3M	Buy
2022 Q1	$4.83M	Buy