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Madrona Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,830
Closed -$964K 122
2025
Q1
$964K Sell
4,830
-129
-3% -$25.7K 0.26% 38
2024
Q4
$1.1M Buy
+4,959
New +$1.1M 0.3% 45