Processus Wealth & Capital 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 Q2	–	Sell	-17,392	Closed	-$3.47M	–	34
2025 Q1	$3.47M	Buy	17,392 +313	+2%	+$62.4K	2.95%	11
2024 Q4	$3.77M	Buy	17,079 +241	+1%	+$53.3K	3.01%	12
2024 Q3	$3.72M	Buy	+16,838	New	+$3.72M	3.06%	10