New Century Financial Group’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	-1,277	Closed	-$255K	–	130
2025 Q1	$255K	Sell	1,277 -1,192	-48%	-$238K	0.29%	107
2024 Q4	$554K	Sell	2,469 -3,936	-61%	-$883K	0.24%	125
2024 Q3	$1.41M	Sell	6,405 -67	-1%	-$14.8K	0.52%	42
2024 Q2	$1.31M	Buy	+6,472	New	+$1.31M	0.56%	37