Frederick Financial Consultants’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
$2.21M Buy
10,239
+1,606
+19% +$347K 1.37% 19
2025
Q1
$1.72M Buy
8,633
+1,194
+16% +$238K 1.24% 19
2024
Q4
$1.64M Buy
+7,439
New +$1.64M 1.31% 18