Magnolia Capital Advisors’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
$969K Hold
4,490
0.24% 106
2025
Q1
$896K Hold
4,490
0.24% 105
2024
Q4
$992K Buy
4,490
+110
+3% +$24.3K 0.26% 100
2024
Q3
$967K Buy
+4,380
New +$967K 0.48% 64