M.D. Sass LLC’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	–	Sell	-40,000	Closed	-$7.98M	–	36
2025 Q1	$7.98M	Buy	+40,000	New	+$7.98M	0.7%	24
2014 Q4	–	Hold	0	–	–	–	58
2014 Q3	–	Hold	0	–	–	–	60