EnRich Financial Partners’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 Q1	–	Sell	-118	Closed	-$26.2K	–	138
2024 Q4	$26.2K	Sell	118 -1	-0.8%	-$222	0.01%	131
2024 Q3	$26.2K	Hold	119	–	–	0.01%	126
2024 Q2	$24K	Hold	119	–	–	0.01%	129
2024 Q1	$24.9K	Buy	+119	New	+$24.9K	0.01%	117