Curtis Advisory Group’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 Q1	–	Sell	-6,030	Closed	-$1.33M	–	101
2024 Q4	$1.33M	Buy	6,030 +855	+17%	+$189K	0.35%	43
2024 Q3	$1.14M	Buy	+5,175	New	+$1.14M	0.32%	44