Shakespeare Wealth 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 Q1	–	Sell	-1,038	Closed	-$229K	–	104
2024 Q4	$229K	Hold	1,038	–	–	0.06%	90
2024 Q3	$229K	Sell	1,038 -27	-3%	-$5.97K	0.06%	90
2024 Q2	$216K	Buy	+1,065	New	+$216K	0.06%	84