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Essential Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Essential Planning’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,875
Closed -$4.07M – 192
2024
Q4 		$4.07M Buy
+17,875
New +$4.07M 0.03% 135