Sawyer & Company’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	$6K	Hold	30	–	–	﹤0.01%	155
2025 Q1	$6K	Hold	30	–	–	﹤0.01%	162
2024 Q4	$7K	Sell	30 -201	-87%	-$46.9K	﹤0.01%	158
2024 Q3	$51K	Sell	231 -26	-10%	-$5.74K	0.02%	127
2024 Q2	$52K	Hold	257	–	–	0.02%	122
2024 Q1	$54K	Hold	257	–	–	0.02%	124
2023 Q4	$52K	Hold	257	–	–	0.02%	123
2023 Q3	$45K	Sell	257 -85	-25%	-$14.9K	0.02%	124
2023 Q2	$64K	Sell	342 -80	-19%	-$15K	0.03%	117
2023 Q1	$74K	Sell	422 -56	-12%	-$9.82K	0.04%	117
2022 Q4	$83K	Buy	478 +27	+6%	+$4.69K	0.04%	115
2022 Q3	$74K	Hold	451	–	–	0.04%	117
2022 Q2	$76K	Hold	451	–	–	0.04%	118
2022 Q1	$93K	Hold	451	–	–	0.04%	117
2021 Q4	$100K	Hold	451	–	–	0.04%	117
2021 Q3	$99K	Hold	451	–	–	0.05%	114
2021 Q2	$103K	Hold	451	–	–	0.05%	112
2021 Q1	$100K	Hold	451	–	–	0.05%	110
2020 Q4	$88K	Hold	451	–	–	0.04%	113
2020 Q3	$68K	Hold	451	–	–	0.04%	117
2020 Q2	$65K	Hold	451	–	–	0.04%	118
2020 Q1	$52K	Hold	451	–	–	0.04%	117
2019 Q4	$75K	Hold	451	–	–	0.05%	116
2019 Q3	$68K	Hold	451	–	–	0.05%	115
2019 Q2	$70K	Hold	451	–	–	0.05%	120
2019 Q1	$69K	Hold	451	–	–	0.05%	118
2018 Q4	$60K	Hold	451	–	–	0.04%	118
2018 Q3	$76K	Hold	451	–	–	0.05%	125
2018 Q2	$74K	Hold	451	–	–	0.05%	127
2018 Q1	$68K	Hold	451	–	–	0.05%	126
2017 Q4	$69K	Buy	+451	New	+$69K	0.05%	121