Coordinated Financial Services’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	$1.21M	Sell	5,630 -439	-7%	-$94.7K	0.84%	33
2025 Q1	$1.21M	Sell	6,069 -438	-7%	-$87.4K	0.93%	33
2024 Q4	$1.44M	Buy	+6,507	New	+$1.44M	1.12%	21
2024 Q2	$1.36M	Sell	6,688 -162	-2%	-$32.9K	1.16%	22
2024 Q1	$1.44M	Buy	+6,850	New	+$1.44M	1.26%	19