Seven Mile Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$798K Hold
2025
Q2
$712K Hold
2025
Q1
$658K Hold
2024
Q4
$729K Hold
2024
Q3
$729K Hold
2024
Q2
$670K Hold
2024
Q1
$694K Hold
2023
Q4
$662K Hold
2023
Q3
$583K Hold
2023
Q2
$618K Buy