Private Client Services’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 Q2	$310K	Sell	1,438 -102	-7%	-$22K	0.12%	147
2025 Q1	$307K	Sell	1,540 -723	-32%	-$144K	0.15%	129
2024 Q4	$500K	Buy	2,263 +230	+11%	+$50.8K	0.27%	82
2024 Q3	$449K	Buy	2,033 +932	+85%	+$206K	0.24%	88
2024 Q2	$223K	Buy	+1,101	New	+$223K	0.14%	128