Premier Path Wealth Partners’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	-1,068	Closed	-$236K	–	382
2024 Q4	$236K	Buy	+1,068	New	+$236K	0.04%	341
2024 Q1	–	Sell	-1,131	Closed	-$227K	–	355
2023 Q4	$227K	Buy	+1,131	New	+$227K	0.05%	304