Miller Financial Services’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	$2.41M	Buy	11,173 +162	+1%	+$35K	3.07%	5
2025 Q1	$2.2M	Sell	11,011 -31,889	-74%	-$6.36M	3.16%	5
2024 Q4	$9.48M	Buy	+42,900	New	+$9.48M	8.01%	2