Perissos Private Wealth Management’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 Q1	–	Sell	-14,313	Closed	-$3.16M	–	82
2024 Q4	$3.16M	Sell	14,313 -388	-3%	-$85.7K	2.36%	10
2024 Q3	$3.25M	Buy	14,701 +10,081	+218%	+$2.23M	2.61%	7
2024 Q2	$937K	Buy	+4,620	New	+$937K	0.84%	36