Magnolia Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$969K Hold
2025
Q1
$896K Hold
2024
Q4
$992K Buy
2024
Q3
$967K Buy