Rialto Wealth 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	$720K	Sell	3,335 -40	-1%	-$8.63K	0.2%	81
2025 Q1	$673K	Sell	3,375 -22	-0.6%	-$4.39K	0.21%	79
2024 Q4	$751K	Buy	+3,397	New	+$751K	0.25%	70