Sagespring Wealth Partners’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	$3.01M	Sell	13,931 -130	-0.9%	-$28.1K	0.06%	143
2025 Q1	$2.8M	Sell	14,061 -1,059	-7%	-$211K	0.07%	131
2024 Q4	$3.34M	Buy	+15,120	New	+$3.34M	0.09%	105