CWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	+8,977	New	+$1.93M	0.69%	22
2022 Q3	–	Sell	-25,404	Closed	-$4.3M	–	46
2022 Q2	$4.3M	Buy	25,404 +1,878	+8%	+$318K	3.48%	10
2022 Q1	$4.83M	Buy	+23,526	New	+$4.83M	3.8%	8