Marshall Investment Management’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	-162	Closed	-$32.2K	–	121
2025 Q1	$32.2K	Buy	162 +2	+1%	+$398	0.02%	125
2024 Q4	$35.5K	Buy	+160	New	+$35.5K	0.02%	112