Edge Financial 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	$1.29M	Sell	5,932 -1,255	-17%	-$273K	0.68%	33
2025 Q1	$1.43M	Buy	+7,187	New	+$1.43M	0.91%	23
2024 Q4	–	Sell	-942	Closed	-$287K	–	97
2024 Q3	$287K	Buy	+942	New	+$287K	0.25%	76