Salus 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
$1.79M Sell
8,274
-119
-1% -$25.7K 1.2% 15
2025
Q1
$1.67M Sell
8,393
-1,139
-12% -$227K 1.27% 16
2024
Q4
$2.11M Buy
+9,532
New +$2.11M 1.65% 15