Edge Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Edge Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$968K	Sell
2025 Q2	$1.29M	Sell
2025 Q1	$1.43M	Buy
2024 Q4	–	Sell
2024 Q3	$287K	Buy