Enclave Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Enclave 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	$1.56M	Sell
2025 Q2	$1.42M	Sell
2025 Q1	$1.34M	Hold
2024 Q4	$1.48M	Sell
2024 Q3	$1.51M	Buy