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Sovran Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sovran Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$436K Sell
1,971
-253
-11% -$56K 0.05% 332
2025
Q1 		$415K Buy
2,224
+177
+9% +$33K 0.05% 321
2024
Q4 		$450K Buy
+2,047
New +$450K 0.06% 276