Saxony Capital Management’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
$1.09M Buy
+5,031
New +$1.09M 0.83% 36
2024
Q1
Sell
-6,267
Closed -$1.26M 126
2023
Q4
$1.26M Buy
+6,267
New +$1.26M 1.67% 21