Kestra Investment 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	$21.5K	Hold	108	–	–	﹤0.01%	636
2025 Q1	$21.5K	Buy	108 +69	+177%	+$13.8K	﹤0.01%	550
2024 Q4	$8.72K	Buy	+39	New	+$8.72K	﹤0.01%	839