Jacksonville Wealth Management’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	$4.2M	Buy	19,457 +1,532	+9%	+$331K	3.38%	6
2025 Q1	$3.58M	Buy	17,925 +707	+4%	+$141K	3.52%	7
2024 Q4	$3.8M	Buy	+17,218	New	+$3.8M	3.55%	7