Seros Financial’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	–	Sell	-4,704	Closed	-$938K	–	63
2025 Q1	$938K	Buy	4,704 +17	+0.4%	+$3.39K	0.7%	22
2024 Q4	$951K	Buy	+4,687	New	+$951K	0.86%	23