MSA 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
Sell
-67,000
Closed -$13.4M 30
2025
Q1
$13.4M Hold
67,000
3.42% 9
2024
Q4
$14.8M Hold
67,000
3.7% 8
2024
Q3
$14.8M Buy
+67,000
New +$14.8M 3.82% 8