Cutter & Co Brokerage’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	-9,558	Closed	-$1.91M	–	83
2025 Q1	$1.91M	Sell	9,558 -348	-4%	-$69.4K	0.45%	51
2024 Q4	$2.19M	Sell	9,906 -1,465	-13%	-$324K	0.53%	42
2024 Q3	$2.51M	Buy	+11,371	New	+$2.51M	0.57%	44