Moulton Wealth 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 Q1	–	Sell	-3,945	Closed	-$872K	–	37
2024 Q4	$872K	Buy	3,945 +1,407	+55%	+$311K	0.67%	27
2024 Q3	$556K	Buy	+2,538	New	+$556K	0.46%	32
2021 Q2	–	Sell	-4,520	Closed	-$1.01M	–	37
2021 Q1	$1.01M	Buy	+4,520	New	+$1.01M	0.77%	25