Exchange Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-956	Closed	-$211K	–	210
2024 Q4	$211K	Buy	+956	New	+$218K	0.03%	206
2024 Q2	–	Sell	-979	Closed	-$206K	–	194
2024 Q1	$206K	Buy	+979	New	+$195K	0.03%	185
2022 Q2	–	Sell	-1,118	Closed	-$229K	–	162
2022 Q1	$229K	Hold	1,118	–	–	0.04%	159
2021 Q4	$249K	Buy	+1,118	New	+$253K	0.05%	162
2018 Q1	–	Sell	-142	Closed	-$22K	–	264
2017 Q4	$22K	Hold	142	–	–	0.01%	170
2017 Q3	$21K	Buy	+142	New	+$20K	0.01%	178
2016 Q3	–	Sell	-330	Closed	-$38K	–	251
2016 Q2	$38K	Buy	+330	New	+$37.2K	0.02%	112
2015 Q1	–	Sell	-349	Closed	-$42K	–	211
2014 Q4	$42K	Buy	349 +54	+18%	+$6.18K	0.02%	110
2014 Q3	$32K	Sell	295 -57	-16%	-$6.52K	0.01%	110
2014 Q2	$42K	Sell	352 -263	-43%	-$29.9K	0.02%	98
2014 Q1	$72K	Buy	615 +527	+599%	+$60.8K	0.03%	86
2013 Q4	$10K	Buy	88 +58	+193%	+$6.41K	﹤0.01%	152
2013 Q3	$3K	Sell	30 -121	-80%	-$12.5K	﹤0.01%	184
2013 Q2	$15K	Buy	+151	New	+$14.4K	0.01%	116