Spirepoint Private Client’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
$325K Hold
1,505
0.04% 188
2025
Q1
$300K Hold
1,505
0.04% 172
2024
Q4
$333K Buy
+1,505
New +$333K 0.04% 169