O'Rourke & Company’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
2024 Q4	–	Sell	-909	Closed	-$201K	–	150
2024 Q3	$201K	Buy	+909	New	+$201K	0.1%	145
2022 Q1	–	Sell	-953	Closed	-$212K	–	125
2021 Q4	$212K	Buy	+953	New	+$212K	0.14%	116