Second Half Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Second Half Financial Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.03M	Buy
2025 Q1	$2.48M	Buy
2024 Q4	$2.5M	Sell
2024 Q3	$2.61M	Buy
2022 Q3	–	Sell
2022 Q2	$735K	Hold
2022 Q1	$735K	Buy