OneAscent Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

OneAscent Financial Services’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$349K	Sell
2025 Q2	$540K	Sell
2025 Q1	$612K	Buy
2024 Q4	$331K	Buy
2024 Q2	–	Sell
2024 Q1	$309K	Sell
2023 Q4	$297K	Buy