Financial Life Planners’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 Q2	$353K	Sell	1,635 -10,802	-87%	-$2.33M	0.29%	44
2025 Q1	$2.48M	Sell	12,437 -2,328	-16%	-$464K	2.42%	8
2024 Q4	$3.26M	Buy	+14,765	New	+$3.26M	2.74%	6