Stonebridge Financial Group’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	$238K	Buy	1,105 +30	+3%	+$6.47K	0.02%	216
2025 Q1	$214K	Sell	1,075 -524	-33%	-$105K	0.02%	211
2024 Q4	$353K	Buy	+1,599	New	+$353K	0.04%	176