LWMM

Legacy Wealth Management (Mississippi)’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Sell	1,111 -851	-43%	-$184K	0.07%	85
2025 Q1	$391K	Buy	+1,962	New	+$391K	0.13%	70
2024 Q4	–	Sell	-1,685	Closed	-$372K	–	96
2024 Q3	$372K	Buy	+1,685	New	+$372K	0.14%	80