Grantvest Financial Group’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	$648K	Sell	3,003 -42	-1%	-$9.06K	0.48%	48
2025 Q1	$608K	Sell	3,045 -30	-1%	-$5.99K	0.49%	45
2024 Q4	$679K	Buy	+3,075	New	+$679K	0.76%	39