Northeast Planning Associates NH’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	$243K	Hold	1,127	–	–	0.22%	42
2025 Q1	$225K	Sell	1,127 -4,099	-78%	-$818K	0.19%	44
2024 Q4	$1.15M	Buy	+5,226	New	+$1.15M	1.2%	15