Marshall & Sterling Wealth 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	$151K	Buy	700 +1	+0.1%	+$216	0.1%	94
2025 Q1	$139K	Buy	699 +114	+19%	+$22.7K	0.09%	97
2024 Q4	$129K	Buy	+585	New	+$129K	0.09%	96