Excalibur Management’s iShares Russell 2000 ETF IWM Stock Holding History

Excalibur Management’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	$1.23M	Sell
2025 Q2	$1.16M	Buy
2025 Q1	$1.03M	Buy
2024 Q4	$1.1M	Buy
2024 Q3	$1.02M	Buy
2024 Q2	$769K	Buy
2024 Q1	$355K	Buy
2023 Q4	$277K	Buy