Cura Wealth Advisors’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
Sell
-1,121
Closed -$224K 121
2025
Q1
$224K Sell
1,121
-600
-35% -$120K 0.09% 94
2024
Q4
$380K Buy
+1,721
New +$380K 0.17% 62