CVFG LLC’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	$879K	Buy	4,076 +669	+20%	+$144K	0.7%	35
2025 Q1	$680K	Sell	3,407 -290	-8%	-$57.9K	0.62%	40
2024 Q4	$817K	Buy	+3,697	New	+$817K	0.75%	35