Sulzberger Capital Advisors’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
-1,008
Closed -$223K 54
2024
Q4
$223K Buy
+1,008
New +$223K 0.25% 56