Northstar Financial Companies’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	$504K	Buy	2,334 +738	+46%	+$159K	0.52%	50
2025 Q1	$318K	Sell	1,596 -24	-1%	-$4.79K	0.35%	70
2024 Q4	$358K	Buy	+1,620	New	+$358K	0.34%	64