Summit Wealth 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	$459K	Buy	+2,126	New	+$459K	0.12%	65
2023 Q2	–	Sell	-54,947	Closed	–	–	175
2023 Q1	$0	Buy	+54,947	New	–	﹤0.01%	210