Monarch Capital 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	$206K	Buy	+954	New	+$206K	0.06%	116
2025 Q1	–	Sell	-954	Closed	-$211K	–	117
2024 Q4	$211K	Hold	954	–	–	0.06%	112
2024 Q3	$211K	Buy	+954	New	+$211K	0.06%	116