Omnia Family Wealth’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	$337K	Buy	+1,560	New	+$337K	0.12%	61
2023 Q3	–	Sell	-20,556	Closed	-$3.85M	–	70
2023 Q2	$3.85M	Buy	+20,556	New	+$3.85M	2.62%	11