Napa 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	-13,059	Closed	-$2.89M	–	188
2024 Q4	$2.89M	Buy	+13,059	New	+$2.89M	1.25%	12