Private Client Services’s iShares Russell 2000 ETF IWM Stock Holding History

Private Client 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	$354K	Buy
2025 Q2	$310K	Sell
2025 Q1	$307K	Sell
2024 Q4	$500K	Buy
2024 Q3	$449K	Buy
2024 Q2	$223K	Buy