Northeast 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	$2.26M	Buy	10,493 +4,409	+72%	+$951K	0.66%	34
2025 Q1	$1.21M	Buy	6,084 +4,539	+294%	+$905K	0.43%	32
2024 Q4	$341K	Buy	1,545 +452	+41%	+$99.9K	0.13%	58
2024 Q3	$241K	Buy	+1,093	New	+$241K	0.09%	70