Maltin Wealth Management’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 Q2	–	Sell	-1,010	Closed	-$201K	–	131
2025 Q1	$201K	Sell	1,010 -14	-1%	-$3.04K	0.09%	127
2024 Q4	$226K	Sell	1,024 -62	-6%	-$14.1K	0.11%	121
2024 Q3	$240K	Buy	1,086 +2	+0.2%	+$428	0.12%	114
2024 Q2	$220K	Buy	1,084 +33	+3%	+$6.67K	0.12%	116
2024 Q1	$221K	Buy	1,051 +16	+2%	+$3.19K	0.12%	116
2023 Q4	$208K	Buy	+1,035	New	+$185K	0.13%	110
2022 Q2	–	Sell	-1,041	Closed	-$214K	–	121
2022 Q1	$214K	Sell	1,041 -37	-3%	-$7.55K	0.14%	109
2021 Q4	$240K	Sell	1,078 -2	-0.2%	-$452	0.14%	105
2021 Q3	$236K	Buy	1,080 +2	+0.2%	+$443	0.14%	99
2021 Q2	$247K	Buy	1,078 +1	+0.1%	+$225	0.15%	96
2021 Q1	$238K	Buy	1,077 +1	+0.1%	+$218	0.15%	96
2020 Q4	$211K	Buy	+1,076	New	+$188K	0.15%	90
2020 Q1	–	Sell	-1,319	Closed	-$219K	–	102
2019 Q4	$219K	Buy	+1,319	New	+$208K	0.14%	72