Rollins Financial Advisors’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
$447K Buy
2,070
+378
+22% +$81.6K 0.07% 86
2025
Q1
$337K Buy
1,692
+3
+0.2% +$598 0.06% 97
2024
Q4
$373K Buy
1,689
+110
+7% +$24.3K 0.06% 93
2024
Q3
$349K Buy
1,579
+525
+50% +$116K 0.06% 95
2024
Q2
$214K Buy
+1,054
New +$214K 0.04% 119