Safe Harbor Fiduciary’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	$3.03M	Buy	14,028 +14,017	+127,427%	+$3.02M	2.84%	7
2025 Q1	$2.19K	Buy	+11	New	+$2.19K	﹤0.01%	184
2024 Q4	–	Sell	-5,000	Closed	-$1.1M	–	210
2024 Q3	$1.1M	Buy	+5,000	New	+$1.1M	1.03%	24