Lionshead 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
$705K Sell
3,269
-2,614
-44% -$564K 0.65% 44
2025
Q1
$1.17M Sell
5,883
-2,197
-27% -$438K 1.22% 25
2024
Q4
$1.79M Buy
+8,080
New +$1.79M 1.29% 24