Nelson 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 Q1	–	Sell	-906	Closed	-$200K	–	105
2024 Q4	$200K	Hold	906	–	–	0.03%	104
2024 Q3	$200K	Buy	+906	New	+$200K	0.03%	108
2024 Q2	–	Sell	-985	Closed	-$207K	–	107
2024 Q1	$207K	Buy	+985	New	+$207K	0.04%	100