Independent Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Financial Group’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.9M	Buy
2025 Q4	$10M	Buy
2025 Q3	$7.82M	Buy
2025 Q2	$4.95M	Buy