Relyea Zuckerberg Hanson’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72M	Buy	6,927 +31	+0.4%	+$8K	0.17%	77
2025 Q4	$1.7M	Sell	6,896 -93	-1%	-$22.9K	0.17%	79
2025 Q3	$1.69M	Sell	6,989 -1,293	-16%	-$297K	0.18%	77
2025 Q2	$1.79M	Buy	8,282 +323	+4%	+$65K	0.21%	71
2025 Q1	$1.59M	Buy	7,959 +3	+0%	+$651	0.21%	71
2024 Q4	$1.76M	Sell	7,956 -47	-0.6%	-$10.7K	0.24%	65
2024 Q3	$1.77M	Buy	8,003 +16	+0.2%	+$3.42K	0.27%	55
2024 Q2	$1.62M	Buy	7,987 +2,240	+39%	+$453K	0.27%	54
2024 Q1	$1.21M	Sell	5,747 -715	-11%	-$143K	0.21%	66
2023 Q4	$1.3M	Sell	6,462 -422	-6%	-$75.6K	0.25%	61
2023 Q3	$1.22M	Buy	6,884 +110	+2%	+$20.6K	0.28%	57
2023 Q2	$1.27M	Buy	6,774 +9	+0.1%	+$1.6K	0.28%	52
2023 Q1	$1.21M	Sell	6,765 -53	-0.8%	-$9.76K	0.29%	53
2022 Q4	$1.19M	Buy	6,818 +2,773	+69%	+$493K	0.34%	45
2022 Q3	$667K	Sell	4,045 -1,162	-22%	-$212K	0.24%	66
2022 Q2	$882K	Sell	5,207 -139	-3%	-$25.6K	0.33%	49
2022 Q1	$1.07M	Sell	5,346 -966	-15%	-$197K	0.35%	48
2021 Q4	$1.24M	Sell	6,312 -13	-0.2%	-$2.94K	0.45%	41
2021 Q3	$1.38M	Buy	6,325 +1	+0%	+$222	0.54%	31
2021 Q2	$1.45M	Buy	6,324 +18	+0.3%	+$4.05K	0.6%	30
2021 Q1	$1.44M	Buy	6,306 +35	+0.6%	+$7.64K	0.64%	29
2020 Q4	$1.23M	Buy	6,271 +200	+3%	+$35K	0.66%	27
2020 Q3	$988K	Buy	6,071 +58	+1%	+$8.73K	0.64%	29
2020 Q2	$861K	Buy	6,013 +383	+7%	+$50.3K	0.69%	31
2020 Q1	$644K	Buy	+5,630	New	+$839K	0.71%	37